Brookstone Capital Management’s AES AES Stock Holding History

Brookstone Capital 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	-8,868	Closed	-$216K	–	826
2023 Q1	$216K	Sell	8,868 -52	-0.6%	-$1.32K	﹤0.01%	771
2022 Q4	$236K	Sell	8,920 -116	-1%	-$3.13K	﹤0.01%	750
2022 Q3	$218K	Buy	+9,036	New	+$214K	0.01%	735
2022 Q2	–	Sell	-8,723	Closed	-$215K	–	758
2022 Q1	$215K	Sell	8,723 -456	-5%	-$10.3K	﹤0.01%	720
2021 Q4	$212K	Sell	9,179 -1,810	-16%	-$44K	﹤0.01%	706
2021 Q3	$263K	Sell	10,989 -635	-5%	-$15.4K	﹤0.01%	632
2021 Q2	$290K	Buy	+11,624	New	+$307K	0.01%	597
2018 Q4	–	Sell	-344,879	Closed	-$4.83M	–	312
2018 Q3	$4.83M	Sell	344,879 -45,805	-12%	-$617K	0.37%	74
2018 Q2	$5.24M	Sell	390,684 -119,013	-23%	-$1.47M	0.46%	58
2018 Q1	$5.79M	Buy	509,697 +13,298	+3%	+$145K	0.53%	49
2017 Q4	$5.38M	Buy	+496,399	New	+$5.37M	0.48%	76

Other funds holding AES

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 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

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

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