NFSG
AES icon

Newbridge Financial Services Group’s AES AES Stock Holding History

Newbridge Financial Services 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
Q4 		– Sell
-12,346
Closed -$162K – 1183
2025
Q3 		$162K Buy
+12,346
New +$160K 0.02% 325
2023
Q1 		– Sell
-500
Closed -$14.4K – 1412
2022
Q4 		$14.4K Buy
500
+450
+900% +$12.1K 0.01% 817
2022
Q3 		$1K Buy
+50
New +$1.19K ﹤0.01% 1265

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 $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Newbridge Financial Services Group's AES Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of AES (AES) in Q4 2025, closing a stake of 12,346 shares — an estimated $162K sold.

Newbridge Financial Services Group first reported a position in AES in Q3 2022 and held it in 3 quarters. The position peaked at $162K in Q3 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 12,346 AES shares in Q4 2025, an estimated $162K.
  • Newbridge Financial Services Group first reported a position in AES in Q3 2022 and held it in 3 quarters.
  • Newbridge Financial Services Group's AES position peaked at $162K in Q3 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.