BCMO
AES icon

Buckingham Capital Management (Ohio)’s AES AES Stock Holding History

Buckingham Capital Management (Ohio)’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
Q4 		$2.46M Sell
191,154
-39,275
-17% -$587K 0.28% 60
2024
Q3 		$4.62M Sell
230,429
-26,295
-10% -$465K 0.53% 44
2024
Q2 		$4.51M Sell
256,724
-6,233
-2% -$119K 0.54% 44
2024
Q1 		$4.71M Buy
262,957
+30,145
+13% +$504K 0.58% 46
2023
Q4 		$4.48M Buy
232,812
+32,990
+17% +$537K 0.6% 48
2023
Q3 		$3.04M Buy
199,822
+15,967
+9% +$304K 0.46% 49
2023
Q2 		$3.81M Buy
183,855
+13,626
+8% +$300K 0.57% 47
2023
Q1 		$4.1M Sell
170,229
-1,649
-1% -$41.9K 0.66% 46
2022
Q4 		$4.94M Sell
171,878
-3,747
-2% -$101K 0.86% 41
2022
Q3 		$3.97M Buy
175,625
+26,448
+18% +$627K 0.77% 46
2022
Q2 		$3.13M Buy
149,177
+20,755
+16% +$453K 0.59% 51
2022
Q1 		$3.3M Buy
128,422
+42,618
+50% +$963K 0.54% 52
2021
Q4 		$2.08M Buy
85,804
+20,001
+30% +$486K 0.32% 58
2021
Q3 		$1.5M Buy
65,803
+2,075
+3% +$50.4K 0.25% 63
2021
Q2 		$1.66M Sell
63,728
-1,805
-3% -$47.7K 0.27% 58
2021
Q1 		$1.76M Sell
65,533
-1,817
-3% -$48.3K 0.3% 56
2020
Q4 		$1.58M Sell
67,350
-242
-0.4% -$5.03K 0.28% 59
2020
Q3 		$1.22M Buy
67,592
+14,110
+26% +$236K 0.24% 63
2020
Q2 		$775K Buy
53,482
+20,702
+63% +$272K 0.17% 75
2020
Q1 		$446K Buy
32,780
+2,385
+8% +$42.8K 0.11% 99
2019
Q4 		$605K Buy
30,395
+9,475
+45% +$170K 0.1% 104
2019
Q3 		$342K Buy
+20,920
New +$337K 0.06% 114

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 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

Buckingham Capital Management (Ohio)'s AES Position: Q4 2024 in Review

Buckingham Capital Management (Ohio) reduced its AES (AES) stake by 17% in Q4 2024, selling an estimated $587K and leaving 191,154 shares worth $2.46M. The position accounts for 0.28% of the portfolio, ranked #60.

Buckingham Capital Management (Ohio) first reported a position in AES in Q3 2019 and has held it in 22 quarters since. The position peaked at $4.94M in Q4 2022. 712 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Buckingham Capital Management (Ohio) held 191,154 shares of AES worth $2.46M as of Q4 2024.
  • Buckingham Capital Management (Ohio) sold 39,275 AES shares in Q4 2024, an estimated $587K.
  • AES made up 0.28% of Buckingham Capital Management (Ohio)'s portfolio in Q4 2024, its #60 holding.
  • Buckingham Capital Management (Ohio) first reported a position in AES in Q3 2019 and has held it in 22 quarters since.
  • Buckingham Capital Management (Ohio)'s AES position peaked at $4.94M in Q4 2022.
  • 712 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Buckingham Capital Management (Ohio)'s 13F filing for Q4 2024, filed 31 Jan 2025.