SWA
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SOA Wealth Advisors’s AES AES Stock Holding History

SOA Wealth 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
Q1 		– Sell
-100
Closed -$1.29K – 882
2024
Q4 		$1.29K Buy
+100
New +$1.49K ﹤0.01% 717
2022
Q3 		– Sell
-21
Closed – – 812
2022
Q2 		$0 Sell
21
-60
-74% -$1.31K ﹤0.01% 800
2022
Q1 		$2K Hold
81
– – ﹤0.01% 781
2021
Q4 		$1K Hold
81
– – ﹤0.01% 804
2021
Q3 		$1K Buy
81
+4
+5% +$97 ﹤0.01% 816
2021
Q2 		$2K Buy
77
+16
+26% +$422 ﹤0.01% 751
2021
Q1 		$1K Sell
61
-10
-14% -$266 ﹤0.01% 741
2020
Q4 		$1K Buy
+71
New +$1.48K ﹤0.01% 717

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 $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SOA Wealth Advisors's AES Position: Q1 2025 in Review

SOA Wealth Advisors sold out of AES (AES) in Q1 2025, closing a stake of 100 shares — an estimated $1.29K sold.

SOA Wealth Advisors first reported a position in AES in Q4 2020 and held it in 8 quarters. The position peaked at $2K in Q1 2022. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • SOA Wealth Advisors reported no remaining AES position as of Q1 2025 after selling out during the quarter.
  • SOA Wealth Advisors sold 100 AES shares in Q1 2025, an estimated $1.29K.
  • SOA Wealth Advisors first reported a position in AES in Q4 2020 and held it in 8 quarters.
  • SOA Wealth Advisors's AES position peaked at $2K in Q1 2022.
  • 698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on SOA Wealth Advisors's 13F filing for Q1 2025, filed 14 Apr 2025.