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Cassady Schiller Wealth Management’s AES AES Stock Holding History

Cassady Schiller Wealth 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
2024
Q4 		$51 Buy
+4
New +$60 ﹤0.01% 1129

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

Cassady Schiller Wealth Management's AES Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in AES (AES) in Q4 2024: 4 shares worth $51. The stake represents ﹤0.01% of the portfolio and ranks #1129 among its holdings.

711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Cassady Schiller Wealth Management held 4 shares of AES worth $51 as of Q4 2024.
  • AES was a new Cassady Schiller Wealth Management position in Q4 2024.
  • AES made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1129 holding.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.