AWM
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Accel Wealth Management’s AES AES Stock Holding History

Accel Wealth Management’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
2023
Q2 		– Sell
-560
Closed -$13.5K – 185
2023
Q1 		$13.5K Hold
560
– – 0.01% 813
2022
Q4 		$16.1K Hold
560
– – 0.01% 596
2022
Q3 		$14K Hold
560
– – 0.01% 650
2022
Q2 		$11K Hold
560
– – 0.01% 681
2022
Q1 		$15K Hold
560
– – 0.01% 614
2021
Q4 		$14K Hold
560
– – 0.01% 636
2021
Q3 		$13K Hold
560
– – 0.01% 578
2021
Q2 		$15K Buy
+560
New +$14.8K 0.01% 604

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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