TCA
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Trifecta Capital Advisors’s AES AES Stock Holding History

Trifecta Capital 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 		– Sell
-92
Closed -$1.14K – 479
2025
Q1 		$1.14K Buy
92
+27
+42% +$312 ﹤0.01% 361
2024
Q4 		$837 Hold
65
– – ﹤0.01% 381
2024
Q3 		$1.3K Hold
65
– – ﹤0.01% 353
2024
Q2 		$1.14K Hold
65
– – ﹤0.01% 368
2024
Q1 		$1.17K Hold
65
– – ﹤0.01% 363
2023
Q4 		$1.25K Sell
65
-35
-35% -$569 ﹤0.01% 377
2023
Q3 		$1.52K Hold
100
– – ﹤0.01% 341
2023
Q2 		$2.07K Hold
100
– – ﹤0.01% 302
2023
Q1 		$2.41K Hold
100
– – ﹤0.01% 287
2022
Q4 		$2.88K Buy
+100
New +$2.69K ﹤0.01% 263

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Trifecta Capital Advisors's AES Position: Q2 2025 in Review

Trifecta Capital Advisors sold out of AES (AES) in Q2 2025, closing a stake of 92 shares — an estimated $1.14K sold.

Trifecta Capital Advisors first reported a position in AES in Q4 2022 and held it in 10 quarters. The position peaked at $2.88K in Q4 2022. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

  • Trifecta Capital Advisors reported no remaining AES position as of Q2 2025 after selling out during the quarter.
  • Trifecta Capital Advisors sold 92 AES shares in Q2 2025, an estimated $1.14K.
  • Trifecta Capital Advisors first reported a position in AES in Q4 2022 and held it in 10 quarters.
  • Trifecta Capital Advisors's AES position peaked at $2.88K in Q4 2022.
  • 682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on Trifecta Capital Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.