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Brendel Financial Advisors’s AES AES Stock Holding History

Brendel Financial 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
2024
Q1 		– Sell
-94,161
Closed -$1.81M – 58
2023
Q4 		$1.81M Buy
+94,161
New +$1.53M 1.19% 35
2019
Q2 		– Sell
-111,812
Closed -$2.02M – 76
2019
Q1 		$2.02M Buy
+111,812
New +$1.88M 1.81% 24

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Brendel Financial Advisors's AES Position: Q1 2024 in Review

Brendel Financial Advisors sold out of AES (AES) in Q1 2024, closing a stake of 94,161 shares — an estimated $1.81M sold.

Brendel Financial Advisors first reported a position in AES in Q1 2019 and held it in 2 quarters. The position peaked at $2.02M in Q1 2019. 653 funds tracked by Wall St. Rank hold AES as of Q1 2024.

  • Brendel Financial Advisors reported no remaining AES position as of Q1 2024 after selling out during the quarter.
  • Brendel Financial Advisors sold 94,161 AES shares in Q1 2024, an estimated $1.81M.
  • Brendel Financial Advisors first reported a position in AES in Q1 2019 and held it in 2 quarters.
  • Brendel Financial Advisors's AES position peaked at $2.02M in Q1 2019.
  • 653 funds tracked by Wall St. Rank held AES as of Q1 2024.

Based on Brendel Financial Advisors's 13F filing for Q1 2024, filed 30 Apr 2024.