Cerity Partners’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.3M | Buy |
981,280
+37,029
| +4% | +$390K | 0.02% | 519 |
|
|
2025
Q1 | $11.7M | Buy |
944,251
+772,515
| +450% | +$9.59M | 0.02% | 447 |
|
|
2024
Q4 | $2.63M | Buy |
171,736
+4,513
| +3% | +$69K | 0.01% | 984 |
|
|
2024
Q3 | $3.35M | Buy |
167,223
+22,187
| +15% | +$445K | 0.01% | 867 |
|
|
2024
Q2 | $2.55M | Sell |
145,036
-18,221
| -11% | -$320K | 0.01% | 816 |
|
|
2024
Q1 | $2.93M | Buy |
163,257
+76,487
| +88% | +$1.37M | 0.01% | 822 |
|
|
2023
Q4 | $1.67M | Buy |
86,770
+6,538
| +8% | +$126K | 0.01% | 808 |
|
|
2023
Q3 | $1.22M | Sell |
80,232
-4,870
| -6% | -$74K | 0.01% | 695 |
|
|
2023
Q2 | $1.76M | Buy |
85,102
+74,878
| +732% | +$1.55M | 0.01% | 758 |
|
|
2023
Q1 | $792K | Sell |
10,224
-1,211
| -11% | -$93.8K | ﹤0.01% | 1080 |
|
|
2022
Q4 | $329K | Buy |
+11,435
| New | +$329K | ﹤0.01% | 1113 |
|
|
2018
Q3 | – | Sell |
-24,627
| Closed | -$330K | – | 534 |
|
|
2018
Q2 | $330K | Buy |
24,627
+738
| +3% | +$9.89K | 0.02% | 404 |
|
|
2018
Q1 | $272K | Sell |
23,889
-154
| -0.6% | -$1.75K | 0.02% | 452 |
|
|
2017
Q4 | $260K | Sell |
24,043
-90
| -0.4% | -$973 | 0.02% | 480 |
|
|
2017
Q3 | $266K | Buy |
+24,133
| New | +$266K | 0.02% | 468 |
|