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Vermillion & White Wealth Management Group’s AES AES Stock Holding History

Vermillion & White Wealth Management Group’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
-1,025
Closed -$10.8K – 573
2025
Q2 		$10.8K Hold
1,025
– – 0.01% 291
2025
Q1 		$12.7K Buy
+1,025
New +$11.9K 0.01% 261

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
Morgan Stanley
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Vermillion & White Wealth Management Group's AES Position: Q3 2025 in Review

Vermillion & White Wealth Management Group sold out of AES (AES) in Q3 2025, closing a stake of 1,025 shares — an estimated $10.8K sold.

Vermillion & White Wealth Management Group first reported a position in AES in Q1 2025 and held it in 2 quarters. The position peaked at $12.7K in Q1 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • Vermillion & White Wealth Management Group reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 1,025 AES shares in Q3 2025, an estimated $10.8K.
  • Vermillion & White Wealth Management Group first reported a position in AES in Q1 2025 and held it in 2 quarters.
  • Vermillion & White Wealth Management Group's AES position peaked at $12.7K in Q1 2025.
  • 702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q3 2025, filed 26 Nov 2025.