Optimize Financial’s AES AES Stock Holding History

Optimize Financial’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	-23,256	Closed	-$245K	–	327
2025 Q2	$245K	Sell	23,256 -166	-0.7%	-$1.78K	0.15%	186
2025 Q1	$291K	Buy	+23,422	New	+$271K	0.21%	147

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Optimize Financial's AES Position: Q3 2025 in Review

Optimize Financial sold out of AES (AES) in Q3 2025, closing a stake of 23,256 shares — an estimated $245K sold.

Optimize Financial first reported a position in AES in Q1 2025 and held it in 2 quarters. The position peaked at $291K in Q1 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Optimize Financial reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Optimize Financial sold 23,256 AES shares in Q3 2025, an estimated $245K.
Optimize Financial first reported a position in AES in Q1 2025 and held it in 2 quarters.
Optimize Financial's AES position peaked at $291K in Q1 2025.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Optimize Financial's 13F filing for Q3 2025, filed 5 Nov 2025.