Summit Wealth Group (Colorado)’s AES AES Stock Holding History

Summit Wealth Group (Colorado)’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	-16,810	Closed	-$256K	–	284
2025 Q3	$256K	Buy	+16,810	New	+$218K	0.03%	400

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 $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

Summit Wealth Group (Colorado)'s AES Position: Q4 2025 in Review

Summit Wealth Group (Colorado) sold out of AES (AES) in Q4 2025, closing a stake of 16,810 shares — an estimated $256K sold.

Summit Wealth Group (Colorado) first reported a position in AES in Q3 2025 and held it in 1 quarter. The position peaked at $256K in Q3 2025. 746 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Summit Wealth Group (Colorado) reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Summit Wealth Group (Colorado) sold 16,810 AES shares in Q4 2025, an estimated $256K.
Summit Wealth Group (Colorado) first reported a position in AES in Q3 2025 and held it in 1 quarter.
Summit Wealth Group (Colorado)'s AES position peaked at $256K in Q3 2025.
746 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q4 2025, filed 4 Feb 2026.