NEWAS
AES icon

N.E.W. Advisory Services’s AES AES Stock Holding History

N.E.W. Advisory Services’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
-725
Closed -$9.54K – 895
2025
Q3 		$9.54K Hold
725
– – ﹤0.01% 583
2025
Q2 		$7.63K Hold
725
– – ﹤0.01% 603
2025
Q1 		$9.01K Buy
+725
New +$8.39K ﹤0.01% 634

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

N.E.W. Advisory Services's AES Position: Q4 2025 in Review

N.E.W. Advisory Services sold out of AES (AES) in Q4 2025, closing a stake of 725 shares — an estimated $9.54K sold.

N.E.W. Advisory Services first reported a position in AES in Q1 2025 and held it in 3 quarters. The position peaked at $9.54K in Q3 2025. 745 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • N.E.W. Advisory Services reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • N.E.W. Advisory Services sold 725 AES shares in Q4 2025, an estimated $9.54K.
  • N.E.W. Advisory Services first reported a position in AES in Q1 2025 and held it in 3 quarters.
  • N.E.W. Advisory Services's AES position peaked at $9.54K in Q3 2025.
  • 745 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on N.E.W. Advisory Services's 13F filing for Q4 2025, filed 28 Jan 2026.