CIBC Private Wealth Group’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$229K Sell
15,951
-4,132
-21% -$58.2K ﹤0.01% 1134
2025
Q3
$264K Buy
20,083
+5,834
+41% +$75.8K ﹤0.01% 1065
2025
Q2
$150K Sell
14,249
-549
-4% -$5.88K ﹤0.01% 1236
2025
Q1
$151K Buy
14,798
+2,936
+25% +$34K ﹤0.01% 1185
2024
Q4
$147K Sell
11,862
-2,132
-15% -$31.8K ﹤0.01% 1279
2024
Q3
$281K Sell
13,994
-1,802
-11% -$31.9K ﹤0.01% 1042
2024
Q2
$282K Sell
15,796
-374
-2% -$7.11K ﹤0.01% 973
2024
Q1
$292K Buy
16,170
+2,991
+23% +$50K ﹤0.01% 981
2023
Q4
$254K Buy
13,179
+110
+0.8% +$1.79K ﹤0.01% 989
2023
Q3
$199K Sell
13,069
-153,689
-92% -$2.93M ﹤0.01% 1005
2023
Q2
$3.46M Buy
166,758
+150,050
+898% +$3.3M 0.01% 440
2023
Q1
$402K Hold
16,708
﹤0.01% 744
2022
Q4
$478K Sell
16,708
-1,000
-6% -$27K ﹤0.01% 620
2022
Q3
$400K Hold
17,708
﹤0.01% 739
2022
Q2
$373K Sell
17,708
-1,000
-5% -$21.8K ﹤0.01% 760
2022
Q1
$481K Sell
18,708
-5,991
-24% -$135K ﹤0.01% 759
2021
Q4
$600K Buy
24,699
+1,000
+4% +$24.3K ﹤0.01% 736
2021
Q3
$541K Buy
23,699
+2,511
+12% +$61K ﹤0.01% 722
2021
Q2
$552K Sell
21,188
-2,699
-11% -$71.3K ﹤0.01% 780
2021
Q1
$640K Buy
23,887
+60
+0.3% +$1.6K ﹤0.01% 755
2020
Q4
$560K Sell
23,827
-78
-0.3% -$1.62K ﹤0.01% 753
2020
Q3
$432K Buy
23,905
+10,073
+73% +$168K ﹤0.01% 711
2020
Q2
$201K Buy
+13,832
New +$182K ﹤0.01% 589
2020
Q1
Sell
-14,160
Closed -$282K 838
2019
Q4
$282K Sell
14,160
-3,347
-19% -$59.9K ﹤0.01% 807
2019
Q3
$286K Sell
17,507
-928
-5% -$14.9K ﹤0.01% 789
2019
Q2
$309K Sell
18,435
-1,029
-5% -$17.4K ﹤0.01% 803
2019
Q1
$352K Buy
+19,464
New +$327K ﹤0.01% 790
2018
Q3
Sell
-16,086
Closed -$216K 981
2018
Q2
$216K Buy
16,086
+15,950
+11,728% +$196K ﹤0.01% 905
2018
Q1
$2K Buy
+136
New +$1.48K ﹤0.01% 1779
2016
Q4
Sell
-16,052
Closed -$207K 576
2016
Q3
$207K Buy
+16,052
New +$200K ﹤0.01% 577

Other funds holding AES