NC
AES icon

NewSquare Capital’s AES AES Stock Holding History

NewSquare Capital’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
Q1 		– Sell
-19
Closed -$220 – 1163
2024
Q4 		$245 Buy
+19
New +$284 ﹤0.01% 853
2020
Q2 		– Sell
-409
Closed -$6K – 367
2020
Q1 		$6K Buy
+409
New +$7.33K ﹤0.01% 261
2016
Q2 		– Sell
-949
Closed -$11K – 337
2016
Q1 		$11K Buy
+949
New +$9.45K ﹤0.01% 279

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

NewSquare Capital's AES Position: Q1 2025 in Review

NewSquare Capital sold out of AES (AES) in Q1 2025, closing a stake of 19 shares — an estimated $220 sold.

NewSquare Capital first reported a position in AES in Q1 2016 and held it in 3 quarters. The position peaked at $11K in Q1 2016. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • NewSquare Capital reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • NewSquare Capital sold 19 AES shares in Q1 2025, an estimated $220.
  • NewSquare Capital first reported a position in AES in Q1 2016 and held it in 3 quarters.
  • NewSquare Capital's AES position peaked at $11K in Q1 2016.
  • 698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on NewSquare Capital's 13F filing for Q1 2025, filed 14 Apr 2025.