Cutler Group’s AES AES Stock Holding History

Cutler Group’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
2024 Q1	–	Sell	-14,300	Closed	-$50K	–	2200
2023 Q4	$50K	Buy	+14,300	New	+$233K	﹤0.01%	1453
2023 Q1	–	Sell	-1,100	Closed	-$1K	–	3693
2022 Q4	$1K	Sell	1,100 -4,100	-79%	-$110K	﹤0.01%	3879
2022 Q3	$1K	Sell	5,200 -3,100	-37%	-$73.5K	﹤0.01%	4397
2022 Q2	$2K	Sell	8,300 -7,500	-47%	-$164K	﹤0.01%	4202
2022 Q1	$27K	Buy	+15,800	New	+$357K	﹤0.01%	2777
2021 Q3	–	Sell	-18,900	Closed	-$5K	–	5619
2021 Q2	$5K	Buy	18,900 +16,400	+656%	+$433K	﹤0.01%	4390
2021 Q1	$8K	Sell	2,500 -17,700	-88%	-$471K	﹤0.01%	3954
2020 Q4	$8K	Sell	20,200 -23,000	-53%	-$478K	﹤0.01%	3313
2020 Q3	$33K	Buy	+43,200	New	+$722K	﹤0.01%	2075
2018 Q4	–	Sell	-20,000	Closed	-$40K	–	3853
2018 Q3	$40K	Buy	+20,000	New	+$269K	﹤0.01%	1741
2018 Q2	–	Sell	-20,000	Closed	-$9K	–	4123
2018 Q1	$9K	Buy	+20,000	New	+$217K	﹤0.01%	2838
2016 Q2	–	Sell	-2,500	Closed	-$2K	–	6550
2016 Q1	$2K	Buy	+2,500	New	+$24.9K	﹤0.01%	5476

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

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

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