MPWM Advisory Solutions’s AES AES Stock Holding History

MPWM Advisory Solutions’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 Q2	–	Sell	-141	Closed	-$1.75K	–	531
2025 Q1	$1.75K	Buy	141 +2	+1%	+$23	﹤0.01%	475
2024 Q4	$1.79K	Buy	+139	New	+$2.08K	﹤0.01%	480

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MPWM Advisory Solutions's AES Position: Q2 2025 in Review

MPWM Advisory Solutions sold out of AES (AES) in Q2 2025, closing a stake of 141 shares — an estimated $1.75K sold.

MPWM Advisory Solutions first reported a position in AES in Q4 2024 and held it in 2 quarters. The position peaked at $1.79K in Q4 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

MPWM Advisory Solutions reported no remaining AES position as of Q2 2025 after selling out during the quarter.
MPWM Advisory Solutions sold 141 AES shares in Q2 2025, an estimated $1.75K.
MPWM Advisory Solutions first reported a position in AES in Q4 2024 and held it in 2 quarters.
MPWM Advisory Solutions's AES position peaked at $1.79K in Q4 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on MPWM Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.