Seven Mile Advisory’s AES AES Stock Holding History

Seven Mile Advisory’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	-10,652	Closed	-$140K	–	262
2025 Q3	$140K	Buy	+10,652	New	+$138K	0.02%	295

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

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

Seven Mile Advisory's AES Position: Q4 2025 in Review

Seven Mile Advisory sold out of AES (AES) in Q4 2025, closing a stake of 10,652 shares — an estimated $140K sold.

Seven Mile Advisory first reported a position in AES in Q3 2025 and held it in 1 quarter. The position peaked at $140K in Q3 2025. 748 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Seven Mile Advisory reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Seven Mile Advisory sold 10,652 AES shares in Q4 2025, an estimated $140K.
Seven Mile Advisory first reported a position in AES in Q3 2025 and held it in 1 quarter.
Seven Mile Advisory's AES position peaked at $140K in Q3 2025.
748 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Seven Mile Advisory's 13F filing for Q4 2025, filed 13 Feb 2026.