NWAG
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Net Worth Advisory Group’s AES AES Stock Holding History

Net Worth Advisory Group’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
Q3 		– Sell
-18,236
Closed -$192K – 404
2025
Q2 		$192K Buy
18,236
+1,161
+7% +$12.4K 0.04% 405
2025
Q1 		$212K Buy
17,075
+776
+5% +$8.98K 0.07% 328
2024
Q4 		$210K Sell
16,299
-116
-0.7% -$1.73K 0.06% 349
2024
Q3 		$329K Buy
+16,415
New +$290K 0.1% 243

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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Net Worth Advisory Group's AES Position: Q3 2025 in Review

Net Worth Advisory Group sold out of AES (AES) in Q3 2025, closing a stake of 18,236 shares — an estimated $192K sold.

Net Worth Advisory Group first reported a position in AES in Q3 2024 and held it in 4 quarters. The position peaked at $329K in Q3 2024. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Net Worth Advisory Group reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Net Worth Advisory Group sold 18,236 AES shares in Q3 2025, an estimated $192K.
  • Net Worth Advisory Group first reported a position in AES in Q3 2024 and held it in 4 quarters.
  • Net Worth Advisory Group's AES position peaked at $329K in Q3 2024.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.