CMP
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Coston McIsaac & Partners’s AES AES Stock Holding History

Coston McIsaac & Partners’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
2025
Q2 		– Sell
-283
Closed -$3K – 753
2025
Q1 		$3K Hold
283
– – ﹤0.01% 635
2024
Q4 		$3K Hold
283
– – ﹤0.01% 636
2024
Q3 		$5 Hold
283
– – ﹤0.01% 591
2024
Q2 		$4K Hold
283
– – ﹤0.01% 584
2024
Q1 		$5K Hold
283
– – ﹤0.01% 558
2023
Q4 		$5K Hold
283
– – ﹤0.01% 556
2023
Q3 		$4K Hold
283
– – ﹤0.01% 578
2023
Q2 		$5K Hold
283
– – ﹤0.01% 594
2023
Q1 		$6K Hold
283
– – ﹤0.01% 557
2022
Q4 		$8 Hold
283
– – ﹤0.01% 518
2022
Q3 		$6K Hold
283
– – ﹤0.01% 480
2022
Q2 		$6K Buy
+283
New +$6.17K ﹤0.01% 323

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
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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return