Signature Estate & Investment Advisors’s AES AES Stock Holding History

Signature Estate & Investment 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 Q3	–	Sell	-12,505	Closed	-$132K	–	598
2025 Q2	$132K	Sell	12,505 -585	-4%	-$6.26K	﹤0.01%	566
2025 Q1	$163K	Sell	13,090 -992	-7%	-$11.5K	﹤0.01%	537
2024 Q4	$181K	Buy	14,082 +1,436	+11%	+$21.4K	﹤0.01%	523
2024 Q3	$254K	Buy	12,646 +83	+0.7%	+$1.47K	0.01%	439
2024 Q2	$221K	Buy	+12,563	New	+$239K	0.01%	468
2019 Q3	–	Sell	-72,193	Closed	-$1.21M	–	152
2019 Q2	$1.21M	Buy	72,193 +4,680	+7%	+$79.3K	0.08%	96
2019 Q1	$1.22M	Buy	+67,513	New	+$1.14M	0.08%	89

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 $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Signature Estate & Investment Advisors's AES Position: Q3 2025 in Review

Signature Estate & Investment Advisors sold out of AES (AES) in Q3 2025, closing a stake of 12,505 shares — an estimated $132K sold.

Signature Estate & Investment Advisors first reported a position in AES in Q1 2019 and held it in 7 quarters. The position peaked at $1.22M in Q1 2019. 703 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Signature Estate & Investment Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Signature Estate & Investment Advisors sold 12,505 AES shares in Q3 2025, an estimated $132K.
Signature Estate & Investment Advisors first reported a position in AES in Q1 2019 and held it in 7 quarters.
Signature Estate & Investment Advisors's AES position peaked at $1.22M in Q1 2019.
703 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Signature Estate & Investment Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.