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Principal Securities’s AES AES Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,799
Closed -$36.8K – 1382
2025
Q3 		$36.8K Buy
2,799
+1,143
+69% +$14.8K ﹤0.01% 2107
2025
Q2 		$17.4K Buy
1,656
+24
+1% +$257 ﹤0.01% 2391
2025
Q1 		$21K Hold
1,632
– – ﹤0.01% 2170
2024
Q4 		$21K Sell
1,632
-466
-22% -$6.96K ﹤0.01% 2166
2024
Q3 		$42.1K Sell
2,098
-416
-17% -$7.36K ﹤0.01% 1770
2024
Q2 		$44.2K Buy
2,514
+461
+22% +$8.77K ﹤0.01% 1676
2024
Q1 		$36.8K Sell
2,053
-933
-31% -$15.6K ﹤0.01% 1708
2023
Q4 		$57.5K Buy
+2,986
New +$48.6K ﹤0.01% 1419

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Principal Securities's AES Position: Q4 2025 in Review

Principal Securities sold out of AES (AES) in Q4 2025, closing a stake of 2,799 shares — an estimated $36.8K sold.

Principal Securities first reported a position in AES in Q4 2023 and held it in 8 quarters. The position peaked at $57.5K in Q4 2023. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Principal Securities reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,799 AES shares in Q4 2025, an estimated $36.8K.
  • Principal Securities first reported a position in AES in Q4 2023 and held it in 8 quarters.
  • Principal Securities's AES position peaked at $57.5K in Q4 2023.
  • 748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.