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 $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

Orion Portfolio Solutions's AES Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AES (AES) stake by 15% in Q1 2025, buying an estimated $22.5K and bringing the position to 14,642 shares worth $182K. The position accounts for ﹤0.01% of the portfolio, ranked #1817.

Orion Portfolio Solutions first reported a position in AES in Q4 2019 and has held it in 12 quarters since. The position peaked at $622K in Q2 2024. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Orion Portfolio Solutions held 14,642 shares of AES worth $182K as of Q1 2025.
Orion Portfolio Solutions bought 1,948 AES shares in Q1 2025, an estimated $22.5K.
AES made up ﹤0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1817 holding.
Orion Portfolio Solutions first reported a position in AES in Q4 2019 and has held it in 12 quarters since.
Orion Portfolio Solutions's AES position peaked at $622K in Q2 2024.
698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.