Caitlin John’s AES AES Stock Holding History

Caitlin John’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
2025 Q1	–	Sell	-3	Closed	-$39	–	145
2024 Q4	$39	Hold	3	–	–	﹤0.01%	850
2024 Q3	$41	Sell	3 -280	-99%	-$4.95K	﹤0.01%	837
2024 Q2	$4.96K	Sell	283 -17,990	-98%	-$342K	﹤0.01%	555
2024 Q1	$328K	Buy	18,273 +807	+5%	+$13.5K	0.24%	89
2023 Q4	$336K	Buy	+17,466	New	+$284K	0.27%	84

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

OAG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Caitlin John's AES Position: Q1 2025 in Review

Caitlin John sold out of AES (AES) in Q1 2025, closing a stake of 3 shares — an estimated $39 sold.

Caitlin John first reported a position in AES in Q4 2023 and held it in 5 quarters. The position peaked at $336K in Q4 2023. 696 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Caitlin John reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Caitlin John sold 3 AES shares in Q1 2025, an estimated $39.
Caitlin John first reported a position in AES in Q4 2023 and held it in 5 quarters.
Caitlin John's AES position peaked at $336K in Q4 2023.
696 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Caitlin John's 13F filing for Q1 2025, filed 14 May 2025.