Orion Portfolio Solutions’s AES AES Stock Holding History

Orion Portfolio Solutions’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	$182K	Buy	14,642 +1,948	+15%	+$22.5K	﹤0.01%	1817
2024 Q4	$163K	Buy	12,694 +471	+4%	+$7.04K	﹤0.01%	1771
2024 Q3	$245K	Sell	12,223 -23,200	-65%	-$410K	﹤0.01%	1620
2024 Q2	$622K	Buy	35,423 +5,010	+16%	+$95.3K	0.01%	1200
2024 Q1	$545K	Buy	30,413 +274	+0.9%	+$4.58K	0.01%	1231
2023 Q4	$575K	Buy	+30,139	New	+$490K	0.01%	1154
2023 Q3	–	Sell	-10,937	Closed	-$227K	–	1610
2023 Q2	$227K	Sell	10,937 -2,268	-17%	-$49.9K	﹤0.01%	1515
2023 Q1	$318K	Buy	13,205 +6,220	+89%	+$158K	﹤0.01%	1326
2022 Q4	$201K	Buy	+6,985	New	+$188K	0.01%	776
2020 Q3	–	Sell	-1,167	Closed	-$17K	–	465
2020 Q2	$17K	Buy	1,167 +530	+83%	+$6.96K	﹤0.01%	991
2020 Q1	$9K	Sell	637 -9	-1%	-$161	﹤0.01%	1089
2019 Q4	$13K	Buy	+646	New	+$11.6K	﹤0.01%	903

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return