Semmax Financial Advisors’s AES AES Stock Holding History

Semmax Financial Advisors’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	$2.47K	Hold	186	–	–	﹤0.01%	342
2025 Q1	$2.1K	Hold	186	–	–	﹤0.01%	323
2024 Q4	$1.92K	Hold	186	–	–	﹤0.01%	293
2024 Q3	$2.53K	Hold	186	–	–	﹤0.01%	286
2024 Q2	$3.17K	Hold	186	–	–	﹤0.01%	306
2024 Q1	$3.75K	Hold	186	–	–	﹤0.01%	261
2023 Q4	$3.01K	Hold	186	–	–	﹤0.01%	282
2023 Q3	$2.92K	Buy	+186	New	+$3.54K	﹤0.01%	257
2022 Q4	$5K	Hold	186	–	–	﹤0.01%	196
2022 Q3	$5K	Hold	186	–	–	﹤0.01%	187
2022 Q2	$5K	Hold	186	–	–	﹤0.01%	190
2022 Q1	$5K	Hold	186	–	–	﹤0.01%	213
2021 Q4	$5K	Hold	186	–	–	﹤0.01%	206
2021 Q3	$4K	Hold	186	–	–	﹤0.01%	201
2021 Q2	$5K	Hold	186	–	–	﹤0.01%	194
2021 Q1	$5K	Hold	186	–	–	﹤0.01%	207
2020 Q4	$4K	Hold	186	–	–	﹤0.01%	186
2020 Q3	$3K	Hold	186	–	–	﹤0.01%	190
2020 Q2	$3K	Hold	186	–	–	﹤0.01%	206
2020 Q1	$3K	Hold	186	–	–	﹤0.01%	202
2019 Q4	$4K	Hold	186	–	–	﹤0.01%	219
2019 Q3	$3K	Hold	186	–	–	﹤0.01%	229
2019 Q2	$3K	Hold	186	–	–	﹤0.01%	243
2019 Q1	$3K	Hold	186	–	–	﹤0.01%	380
2018 Q4	$3K	Buy	+186	New	+$2.79K	﹤0.01%	371

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 $3.38T AUM 44.17% 1-Year Est. Return

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

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

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

Semmax Financial Advisors's AES Position: Q2 2025 in Review

Semmax Financial Advisors held its AES (AES) position steady in Q2 2025 at 186 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

Semmax Financial Advisors first reported a position in AES in Q4 2018 and has held it in 25 quarters since. The position peaked at $5K in Q4 2022. 684 funds tracked by Wall St. Rank hold AES as of Q2 2025.

Semmax Financial Advisors held 186 shares of AES worth $2.47K as of Q2 2025.
Semmax Financial Advisors left its AES share count unchanged in Q2 2025.
AES made up ﹤0.01% of Semmax Financial Advisors's portfolio in Q2 2025, its #342 holding.
Semmax Financial Advisors first reported a position in AES in Q4 2018 and has held it in 25 quarters since.
Semmax Financial Advisors's AES position peaked at $5K in Q4 2022.
684 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Semmax Financial Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.