Cambridge Investment Research Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $791K | Sell |
75,197
-17,121
| -19% | -$180K | ﹤0.01% | 2139 |
|
2025
Q1 | $1.15M | Buy |
92,318
+30,363
| +49% | +$377K | ﹤0.01% | 1751 |
|
2024
Q4 | $797K | Buy |
61,955
+7,751
| +14% | +$99.7K | ﹤0.01% | 2044 |
|
2024
Q3 | $1.09M | Sell |
54,204
-26,861
| -33% | -$539K | ﹤0.01% | 1801 |
|
2024
Q2 | $1.42M | Buy |
81,065
+17,882
| +28% | +$314K | 0.01% | 1525 |
|
2024
Q1 | $1.13M | Buy |
63,183
+16,819
| +36% | +$302K | ﹤0.01% | 1638 |
|
2023
Q4 | $893K | Sell |
46,364
-843
| -2% | -$16.2K | ﹤0.01% | 1724 |
|
2023
Q3 | $718K | Sell |
47,207
-8,854
| -16% | -$135K | ﹤0.01% | 1795 |
|
2023
Q2 | $1.16M | Sell |
56,061
-11,659
| -17% | -$242K | 0.01% | 1505 |
|
2023
Q1 | $1.63M | Buy |
67,720
+15,827
| +30% | +$381K | 0.01% | 1249 |
|
2022
Q4 | $1.49M | Sell |
51,893
-3,742
| -7% | -$108K | 0.01% | 1264 |
|
2022
Q3 | $1.26M | Buy |
55,635
+1,112
| +2% | +$25.1K | 0.01% | 1328 |
|
2022
Q2 | $1.15M | Buy |
54,523
+3,261
| +6% | +$68.5K | 0.01% | 1382 |
|
2022
Q1 | $1.32M | Buy |
51,262
+5,594
| +12% | +$144K | 0.01% | 1390 |
|
2021
Q4 | $1.11M | Buy |
45,668
+31,657
| +226% | +$769K | 0.01% | 1505 |
|
2021
Q3 | $320K | Buy |
14,011
+684
| +5% | +$15.6K | ﹤0.01% | 2404 |
|
2021
Q2 | $347K | Buy |
13,327
+1,190
| +10% | +$31K | ﹤0.01% | 2361 |
|
2021
Q1 | $325K | Sell |
12,137
-2,515
| -17% | -$67.3K | ﹤0.01% | 2223 |
|
2020
Q4 | $344K | Buy |
14,652
+2,802
| +24% | +$65.8K | ﹤0.01% | 2035 |
|
2020
Q3 | $215K | Sell |
11,850
-1,742
| -13% | -$31.6K | ﹤0.01% | 2183 |
|
2020
Q2 | $197K | Sell |
13,592
-333
| -2% | -$4.83K | ﹤0.01% | 2178 |
|
2020
Q1 | $189K | Sell |
13,925
-2,065
| -13% | -$28K | ﹤0.01% | 1960 |
|
2019
Q4 | $318K | Buy |
15,990
+569
| +4% | +$11.3K | ﹤0.01% | 1872 |
|
2019
Q3 | $252K | Buy |
15,421
+455
| +3% | +$7.44K | ﹤0.01% | 1948 |
|
2019
Q2 | $251K | Buy |
14,966
+824
| +6% | +$13.8K | ﹤0.01% | 1862 |
|
2019
Q1 | $256K | Sell |
14,142
-450
| -3% | -$8.15K | ﹤0.01% | 1907 |
|
2018
Q4 | $211K | Buy |
14,592
+3,249
| +29% | +$47K | ﹤0.01% | 1882 |
|
2018
Q3 | $159K | Sell |
11,343
-3,290
| -22% | -$46.1K | ﹤0.01% | 2102 |
|
2018
Q2 | $196K | Sell |
14,633
-2,728
| -16% | -$36.5K | ﹤0.01% | 2024 |
|
2018
Q1 | $197K | Buy |
17,361
+1,049
| +6% | +$11.9K | ﹤0.01% | 1968 |
|
2017
Q4 | $177K | Buy |
16,312
+4,724
| +41% | +$51.3K | ﹤0.01% | 1960 |
|
2017
Q3 | $128K | Buy |
11,588
+342
| +3% | +$3.78K | ﹤0.01% | 1897 |
|
2017
Q2 | $125K | Buy |
+11,246
| New | +$125K | ﹤0.01% | 1830 |
|
2016
Q2 | – | Sell |
-10,082
| Closed | -$119K | – | 1568 |
|
2016
Q1 | $119K | Sell |
10,082
-159
| -2% | -$1.88K | ﹤0.01% | 1496 |
|
2015
Q4 | $98K | Sell |
10,241
-3,043
| -23% | -$29.1K | ﹤0.01% | 1487 |
|
2015
Q3 | $130K | Buy |
13,284
+1,490
| +13% | +$14.6K | ﹤0.01% | 1332 |
|
2015
Q2 | $156K | Sell |
11,794
-771
| -6% | -$10.2K | ﹤0.01% | 1318 |
|
2015
Q1 | $161K | Buy |
12,565
+1,562
| +14% | +$20K | ﹤0.01% | 1290 |
|
2014
Q4 | $152K | Buy |
11,003
+521
| +5% | +$7.2K | ﹤0.01% | 1260 |
|
2014
Q3 | $149K | Buy |
+10,482
| New | +$149K | ﹤0.01% | 1359 |
|