Whipplewood Advisors’s AES AES Stock Holding History

Whipplewood 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 Q3	–	Sell	-61	Closed	-$642	–	314
2025 Q2	$642	Buy	+61	New	+$653	﹤0.01%	1092

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

OAG

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Whipplewood Advisors's AES Position: Q3 2025 in Review

Whipplewood Advisors sold out of AES (AES) in Q3 2025, closing a stake of 61 shares — an estimated $642 sold.

Whipplewood Advisors first reported a position in AES in Q2 2025 and held it in 1 quarter. The position peaked at $642 in Q2 2025. 702 funds tracked by Wall St. Rank hold AES as of Q3 2025.

Whipplewood Advisors reported no remaining AES position as of Q3 2025 after selling out during the quarter.
Whipplewood Advisors sold 61 AES shares in Q3 2025, an estimated $642.
Whipplewood Advisors first reported a position in AES in Q2 2025 and held it in 1 quarter.
Whipplewood Advisors's AES position peaked at $642 in Q2 2025.
702 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on Whipplewood Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.