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Mount Yale Investment Advisors’s AES AES Stock Holding History

Mount Yale Investment Advisors’s Portfolio AES Stock Details AES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-21,543
Closed -$284K – 722
2025
Q3 		$284K Buy
21,543
+6,623
+44% +$86K 0.02% 536
2025
Q2 		$157K Buy
14,920
+331
+2% +$3.54K 0.01% 580
2025
Q1 		$181K Sell
14,589
-9,228
-39% -$107K 0.02% 521
2024
Q4 		$307K Sell
23,817
-247,683
-91% -$3.7M 0.02% 439
2024
Q3 		$5.45M Buy
271,500
+10,440
+4% +$185K 0.52% 32
2024
Q2 		$4.59M Buy
261,060
+246,504
+1,693% +$4.69M 0.36% 57
2024
Q1 		$261K Hold
14,556
– – 0.02% 483
2023
Q4 		$280K Buy
+14,556
New +$237K 0.03% 426
2022
Q3 		– Sell
-270,124
Closed -$5.67M – 445
2022
Q2 		$5.67M Buy
+270,124
New +$5.89M 0.72% 27
2019
Q4 		– Sell
-10,745
Closed -$194K – 323
2019
Q3 		$194K Sell
10,745
-496
-4% -$7.99K 0.03% 295
2019
Q2 		$176K Sell
11,241
-801
-7% -$13.6K 0.03% 293
2019
Q1 		$218K Hold
12,042
– – 0.04% 282
2018
Q4 		$207K Sell
12,042
-1,369
-10% -$20.6K 0.04% 292
2018
Q3 		$209K Sell
13,411
-22
-0.2% -$296 0.04% 299
2018
Q2 		$180K Buy
13,433
+583
+5% +$7.18K 0.03% 313
2018
Q1 		$146K Buy
+12,850
New +$140K 0.03% 342

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Mount Yale Investment Advisors's AES Position: Q4 2025 in Review

Mount Yale Investment Advisors sold out of AES (AES) in Q4 2025, closing a stake of 21,543 shares — an estimated $284K sold.

Mount Yale Investment Advisors first reported a position in AES in Q1 2018 and held it in 16 quarters. The position peaked at $5.67M in Q2 2022. 744 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Mount Yale Investment Advisors reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 21,543 AES shares in Q4 2025, an estimated $284K.
  • Mount Yale Investment Advisors first reported a position in AES in Q1 2018 and held it in 16 quarters.
  • Mount Yale Investment Advisors's AES position peaked at $5.67M in Q2 2022.
  • 744 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.