WealthCollab’s AES AES Stock Holding History

WealthCollab’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	-545	Closed	-$6.77K	–	950
2025 Q1	$6.77K	Sell	545 -107	-16%	-$1.24K	﹤0.01%	553
2024 Q4	$8.39K	Buy	652 +374	+135%	+$5.59K	0.01%	484
2024 Q3	$5.58K	Hold	278	–	–	﹤0.01%	586
2024 Q2	$4.88K	Hold	278	–	–	﹤0.01%	593
2024 Q1	$4.99K	Buy	+278	New	+$4.65K	﹤0.01%	597

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

OAG

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

WealthCollab's AES Position: Q2 2025 in Review

WealthCollab sold out of AES (AES) in Q2 2025, closing a stake of 545 shares — an estimated $6.77K sold.

WealthCollab first reported a position in AES in Q1 2024 and held it in 5 quarters. The position peaked at $8.39K in Q4 2024. 682 funds tracked by Wall St. Rank hold AES as of Q2 2025.

WealthCollab reported no remaining AES position as of Q2 2025 after selling out during the quarter.
WealthCollab sold 545 AES shares in Q2 2025, an estimated $6.77K.
WealthCollab first reported a position in AES in Q1 2024 and held it in 5 quarters.
WealthCollab's AES position peaked at $8.39K in Q4 2024.
682 funds tracked by Wall St. Rank held AES as of Q2 2025.

Based on WealthCollab's 13F filing for Q2 2025, filed 15 Aug 2025.