Operose Advisors’s AES AES Stock Holding History

Operose Advisors’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	-161	Closed	-$2.07K	–	387
2024 Q4	$2.07K	Buy	+161	New	+$2.4K	﹤0.01%	394
2022 Q3	–	Sell	-500	Closed	-$11K	–	343
2022 Q2	$11K	Hold	500	–	–	0.01%	230
2022 Q1	$13K	Hold	500	–	–	0.01%	241
2021 Q4	$12K	Buy	+500	New	+$12.2K	0.01%	244

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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 New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Operose Advisors's AES Position: Q1 2025 in Review

Operose Advisors sold out of AES (AES) in Q1 2025, closing a stake of 161 shares — an estimated $2.07K sold.

Operose Advisors first reported a position in AES in Q4 2021 and held it in 4 quarters. The position peaked at $13K in Q1 2022. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Operose Advisors reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Operose Advisors sold 161 AES shares in Q1 2025, an estimated $2.07K.
Operose Advisors first reported a position in AES in Q4 2021 and held it in 4 quarters.
Operose Advisors's AES position peaked at $13K in Q1 2022.
698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Operose Advisors's 13F filing for Q1 2025, filed 12 May 2025.