BerganKDV Wealth Management’s AES AES Stock Holding History

BerganKDV 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	-1,812	Closed	-$43.6K	–	865
2023 Q1	$43.6K	Buy	1,812 +1,799	+13,838%	+$45.7K	﹤0.01%	409
2022 Q4	$374	Buy	+13	New	+$350	﹤0.01%	978
2020 Q3	–	Sell	-322	Closed	-$5K	–	902
2020 Q2	$5K	Buy	322 +237	+279%	+$3.11K	﹤0.01%	616
2020 Q1	$1K	Hold	85	–	–	﹤0.01%	776
2019 Q4	$2K	Hold	85	–	–	﹤0.01%	746
2019 Q3	$1K	Hold	85	–	–	﹤0.01%	646
2019 Q2	$1K	Hold	85	–	–	﹤0.01%	685
2019 Q1	$2K	Hold	85	–	–	﹤0.01%	649
2018 Q4	$1K	Buy	+85	New	+$1.28K	﹤0.01%	636

Other funds holding AES

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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 Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

BerganKDV Wealth Management's AES Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of AES (AES) in Q2 2023, closing a stake of 1,812 shares — an estimated $43.6K sold.

BerganKDV Wealth Management first reported a position in AES in Q4 2018 and held it in 9 quarters. The position peaked at $43.6K in Q1 2023. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

BerganKDV Wealth Management reported no remaining AES position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 1,812 AES shares in Q2 2023, an estimated $43.6K.
BerganKDV Wealth Management first reported a position in AES in Q4 2018 and held it in 9 quarters.
BerganKDV Wealth Management's AES position peaked at $43.6K in Q1 2023.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.