Bedel Financial Consulting’s AES AES Stock Holding History

Bedel Financial Consulting’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
2022 Q2	–	Sell	-2,413	Closed	-$62K	–	209
2022 Q1	$62K	Hold	2,413	–	–	0.02%	356
2021 Q4	$59K	Hold	2,413	–	–	0.02%	366
2021 Q3	$55K	Hold	2,413	–	–	0.02%	366
2021 Q2	$63K	Hold	2,413	–	–	0.02%	344
2021 Q1	$65K	Buy	2,413 +100	+4%	+$2.66K	0.03%	332
2020 Q4	$54K	Hold	2,313	–	–	0.02%	305
2020 Q3	$42K	Buy	2,313 +53	+2%	+$885	0.02%	324
2020 Q2	$33K	Sell	2,260 -13	-0.6%	-$171	0.02%	332
2020 Q1	$31K	Buy	2,273 +13	+0.6%	+$233	0.02%	328
2019 Q4	$45K	Hold	2,260	–	–	0.03%	303
2019 Q3	$37K	Hold	2,260	–	–	0.02%	316
2019 Q2	$38K	Sell	2,260 -291	-11%	-$4.93K	0.02%	311
2019 Q1	$46K	Sell	2,551 -1,842	-42%	-$31K	0.03%	283
2018 Q4	$64K	Buy	4,393 +2	+0%	+$30	0.05%	223
2018 Q3	$67K	Buy	4,391 +3	+0.1%	+$40	0.04%	239
2018 Q2	$59K	Buy	4,388 +3	+0.1%	+$37	0.04%	250
2018 Q1	$50K	Buy	+4,385	New	+$47.7K	0.04%	270

Other funds holding AES

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

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

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return