CPIA
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Cornell Pochily Investment Advisors’s AES AES Stock Holding History

Cornell Pochily Investment Advisors’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
2023
Q4 		– Sell
-13,942
Closed -$212K – 172
2023
Q3 		$212K Buy
13,942
+3
+0% +$57 0.09% 162
2023
Q2 		$289K Sell
13,939
-1,082
-7% -$23.8K 0.12% 145
2023
Q1 		$362K Sell
15,021
-195
-1% -$4.96K 0.15% 131
2022
Q4 		$43.8K Sell
15,216
-847
-5% -$22.8K 0.02% 169
2022
Q3 		$363K Buy
16,063
+304
+2% +$7.21K 0.16% 126
2022
Q2 		$331K Sell
15,759
-295
-2% -$6.44K 0.15% 133
2022
Q1 		$413K Buy
16,054
+5
+0% +$113 0.16% 123
2021
Q4 		$390K Sell
16,049
-496
-3% -$12.1K 0.15% 127
2021
Q3 		$378K Buy
16,545
+15
+0.1% +$364 0.16% 126
2021
Q2 		$431K Sell
16,530
-594
-3% -$15.7K 0.19% 111
2021
Q1 		$459K Buy
17,124
+256
+2% +$6.81K 0.22% 99
2020
Q4 		$396K Buy
16,868
+2,000
+13% +$41.6K 0.19% 104
2020
Q3 		$269K Buy
14,868
+2,193
+17% +$36.6K 0.15% 119
2020
Q2 		$184K Buy
+12,675
New +$167K 0.11% 136

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return