Crewe Advisors’s AES AES Stock Holding History

Crewe 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
2026 Q1	–	Sell	-219	Closed	-$3.14K	–	1039
2025 Q4	$3.14K	Buy	+219	New	+$3.09K	﹤0.01%	809
2024 Q3	–	Sell	-3,023	Closed	-$53.1K	–	723
2024 Q2	$53.1K	Buy	3,023 +1,958	+184%	+$37.2K	0.01%	359
2024 Q1	$19.1K	Buy	+1,065	New	+$17.8K	﹤0.01%	502
2023 Q4	–	Sell	-994	Closed	-$15.1K	–	416
2023 Q3	$15.1K	Buy	994 +3	+0.3%	+$57	﹤0.01%	215
2023 Q2	$20.5K	Buy	991 +416	+72%	+$9.16K	﹤0.01%	343
2023 Q1	$13.8K	Sell	575 -135	-19%	-$3.43K	﹤0.01%	494
2022 Q4	$20.4K	Sell	710 -352	-33%	-$9.49K	﹤0.01%	417
2022 Q3	$24K	Buy	1,062 +158	+17%	+$3.75K	﹤0.01%	427
2022 Q2	$19K	Buy	904 +329	+57%	+$7.18K	﹤0.01%	425
2022 Q1	$15K	Hold	575	–	–	﹤0.01%	319
2021 Q4	$14K	Buy	+575	New	+$14K	﹤0.01%	298

Other funds holding AES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return