Sageworth Trust’s AES AES Stock Holding History

Sageworth Trust’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	-26,845	Closed	-$353K	–	144
2025 Q3	$353K	Buy	+26,845	New	+$349K	0.02%	199
2020 Q3	–	Sell	-14	Closed	–	–	185
2020 Q2	$0	Buy	+14	New	+$184	﹤0.01%	216

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 $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Sageworth Trust's AES Position: Q4 2025 in Review

Sageworth Trust sold out of AES (AES) in Q4 2025, closing a stake of 26,845 shares — an estimated $353K sold.

Sageworth Trust first reported a position in AES in Q2 2020 and held it in 2 quarters. The position peaked at $353K in Q3 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Sageworth Trust reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Sageworth Trust sold 26,845 AES shares in Q4 2025, an estimated $353K.
Sageworth Trust first reported a position in AES in Q2 2020 and held it in 2 quarters.
Sageworth Trust's AES position peaked at $353K in Q3 2025.
748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Sageworth Trust's 13F filing for Q4 2025, filed 3 Feb 2026.