Wealthcare Advisory Partners’s AES AES Stock Holding History

Wealthcare Advisory Partners’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	-30,539	Closed	-$402K	–	1068
2025 Q3	$402K	Buy	30,539 +389	+1%	+$5.05K	0.01%	738
2025 Q2	$317K	Sell	30,150 -42	-0.1%	-$450	0.01%	772
2025 Q1	$375K	Buy	30,192 +5,833	+24%	+$67.5K	0.01%	667
2024 Q4	$314K	Buy	+24,359	New	+$364K	0.01%	696
2021 Q2	–	Sell	-1,140	Closed	-$31K	–	573
2021 Q1	$31K	Buy	+1,140	New	+$30.3K	﹤0.01%	1044
2020 Q2	–	Sell	-905	Closed	-$12K	–	339
2020 Q1	$12K	Sell	905 -461	-34%	-$8.26K	﹤0.01%	864
2019 Q4	$27K	Sell	1,366 -475	-26%	-$8.5K	﹤0.01%	675
2019 Q3	$30K	Sell	1,841 -291	-14%	-$4.69K	﹤0.01%	650
2019 Q2	$36K	Buy	+2,132	New	+$36.1K	0.01%	578

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

OAG

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

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

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

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

Wealthcare Advisory Partners's AES Position: Q4 2025 in Review

Wealthcare Advisory Partners sold out of AES (AES) in Q4 2025, closing a stake of 30,539 shares — an estimated $402K sold.

Wealthcare Advisory Partners first reported a position in AES in Q2 2019 and held it in 9 quarters. The position peaked at $402K in Q3 2025. 743 funds tracked by Wall St. Rank hold AES as of Q4 2025.

Wealthcare Advisory Partners reported no remaining AES position as of Q4 2025 after selling out during the quarter.
Wealthcare Advisory Partners sold 30,539 AES shares in Q4 2025, an estimated $402K.
Wealthcare Advisory Partners first reported a position in AES in Q2 2019 and held it in 9 quarters.
Wealthcare Advisory Partners's AES position peaked at $402K in Q3 2025.
743 funds tracked by Wall St. Rank held AES as of Q4 2025.

Based on Wealthcare Advisory Partners's 13F filing for Q4 2025, filed 14 Jan 2026.