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Seed Wealth Management’s AES AES Stock Holding History

Seed Wealth Management’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
-12,450
Closed -$164K – 103
2025
Q3 		$164K Sell
12,450
-7,735
-38% -$100K 0.11% 111
2025
Q2 		$212K Sell
20,185
-1,170
-5% -$12.5K 0.16% 139
2025
Q1 		$265K Buy
21,355
+6,690
+46% +$77.4K 0.22% 117
2024
Q4 		$189K Buy
14,665
+1,500
+11% +$22.4K 0.15% 143
2024
Q3 		$264K Buy
+13,165
New +$233K 0.21% 124

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 $3.37T AUM 44.26% 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

Seed Wealth Management's AES Position: Q4 2025 in Review

Seed Wealth Management sold out of AES (AES) in Q4 2025, closing a stake of 12,450 shares — an estimated $164K sold.

Seed Wealth Management first reported a position in AES in Q3 2024 and held it in 5 quarters. The position peaked at $265K in Q1 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

  • Seed Wealth Management reported no remaining AES position as of Q4 2025 after selling out during the quarter.
  • Seed Wealth Management sold 12,450 AES shares in Q4 2025, an estimated $164K.
  • Seed Wealth Management first reported a position in AES in Q3 2024 and held it in 5 quarters.
  • Seed Wealth Management's AES position peaked at $265K in Q1 2025.
  • 748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Seed Wealth Management's 13F filing for Q4 2025, filed 21 Jan 2026.