Olistico Wealth’s AES AES Stock Holding History

Olistico Wealth’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	-129	Closed	-$1.6K	–	368
2025 Q1	$1.6K	Hold	129	–	–	﹤0.01%	307
2024 Q4	$1.66K	Hold	129	–	–	﹤0.01%	290
2024 Q3	$2.59K	Buy	+129	New	+$2.28K	﹤0.01%	288

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

Olistico Wealth's AES Position: Q2 2025 in Review

Olistico Wealth sold out of AES (AES) in Q2 2025, closing a stake of 129 shares — an estimated $1.6K sold.

Olistico Wealth first reported a position in AES in Q3 2024 and held it in 3 quarters. The position peaked at $2.59K in Q3 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Olistico Wealth reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Olistico Wealth sold 129 AES shares in Q2 2025, an estimated $1.6K.
Olistico Wealth first reported a position in AES in Q3 2024 and held it in 3 quarters.
Olistico Wealth's AES position peaked at $2.59K in Q3 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Olistico Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.