SMF
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Scott Marsh Financial’s AES AES Stock Holding History

Scott Marsh Financial’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 		$1.03M Buy
+97,720
New +$1.05M 0.38% 84

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Scott Marsh Financial's AES Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in AES (AES) in Q2 2025: 97,720 shares worth $1.03M. The stake represents 0.38% of the portfolio and ranks #84 among its holdings.

682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Scott Marsh Financial held 97,720 shares of AES worth $1.03M as of Q2 2025.
  • AES was a new Scott Marsh Financial position in Q2 2025.
  • AES made up 0.38% of Scott Marsh Financial's portfolio in Q2 2025, its #84 holding.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.