Cerity Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $14.3M | Buy |
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|
2025
Q2 | $10.3M | Buy |
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|
2025
Q1 | $11.7M | Buy |
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|
2024
Q4 | $2.63M | Buy |
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|
2024
Q3 | $3.35M | Buy |
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|
2024
Q2 | $2.55M | Sell |
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|
2024
Q1 | $2.93M | Buy |
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|
2023
Q4 | $1.67M | Buy |
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|
2023
Q3 | $1.22M | Sell |
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|
2023
Q2 | $1.76M | Buy |
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|
2023
Q1 | $792K | Sell |
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|
2022
Q4 | $329K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $330K | Buy |
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|
2018
Q1 | $272K | Sell |
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|
2017
Q4 | $260K | Sell |
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|
2017
Q3 | $266K | Buy |
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