B. Metzler seel. Sohn & Co’s AES AES Stock Holding History

B. Metzler seel. Sohn & Co’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 Q1	–	Sell	-19,117	Closed	-$246K	–	741
2024 Q4	$246K	Sell	19,117 -109,162	-85%	-$1.63M	﹤0.01%	725
2024 Q3	$2.57M	Buy	128,279 +7,182	+6%	+$127K	0.03%	332
2024 Q2	$2.13M	Buy	121,097 +107,699	+804%	+$2.05M	0.02%	368
2024 Q1	$240K	Hold	13,398	–	–	﹤0.01%	728
2023 Q4	$258K	Hold	13,398	–	–	﹤0.01%	704
2023 Q3	$204K	Hold	13,398	–	–	﹤0.01%	708
2023 Q2	$278K	Buy	13,398 +2,187	+20%	+$48.2K	﹤0.01%	660
2023 Q1	$270K	Sell	11,211 -32,957	-75%	-$838K	﹤0.01%	647
2022 Q4	$1.27M	Sell	44,168 -341	-0.8%	-$9.19K	0.02%	387
2022 Q3	$1.01M	Buy	+44,509	New	+$1.06M	0.02%	416
2022 Q2	–	Sell	-12,076	Closed	-$311K	–	720
2022 Q1	$311K	Hold	12,076	–	–	﹤0.01%	684
2021 Q4	$292K	Buy	12,076 +3,114	+35%	+$75.7K	﹤0.01%	645
2021 Q3	$205K	Hold	8,962	–	–	﹤0.01%	686
2021 Q2	$234K	Buy	+8,962	New	+$237K	﹤0.01%	664
2021 Q1	–	Sell	-8,765	Closed	-$200K	–	679
2020 Q4	$200K	Buy	+8,765	New	+$182K	﹤0.01%	652

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

Fidelity Investments

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Capital International Investors

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

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