Private Wealth Management Group’s AES AES Stock Holding History

Private Wealth Management Group’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 Q2	–	Sell	-518	Closed	-$6.43K	–	1491
2025 Q1	$6.43K	Buy	+518	New	+$5.99K	﹤0.01%	621

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

OAG

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Private Wealth Management Group's AES Position: Q2 2025 in Review

Private Wealth Management Group sold out of AES (AES) in Q2 2025, closing a stake of 518 shares — an estimated $6.43K sold.

Private Wealth Management Group first reported a position in AES in Q1 2025 and held it in 1 quarter. The position peaked at $6.43K in Q1 2025. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Private Wealth Management Group reported no remaining AES position as of Q2 2025 after selling out during the quarter.
Private Wealth Management Group sold 518 AES shares in Q2 2025, an estimated $6.43K.
Private Wealth Management Group first reported a position in AES in Q1 2025 and held it in 1 quarter.
Private Wealth Management Group's AES position peaked at $6.43K in Q1 2025.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.