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DFPG Investments’s AES AES Stock Holding History

DFPG Investments’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 		$691K Buy
36,494
+3,265
+10% +$53.1K 0.05% 316
2023
Q3 		$519K Buy
33,229
+12,689
+62% +$242K 0.05% 342
2023
Q2 		$454K Buy
20,540
+1,938
+10% +$42.7K 0.04% 398
2023
Q1 		$448K Buy
18,602
+1,054
+6% +$26.8K 0.05% 357
2022
Q4 		$487K Buy
+17,548
New +$473K 0.08% 259

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

DFPG Investments's AES Position: Q4 2023 in Review

DFPG Investments increased its AES (AES) stake by 9.8% in Q4 2023, buying an estimated $53.1K and bringing the position to 36,494 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #316.

DFPG Investments first reported a position in AES in Q4 2022 and has held it in 5 quarters since. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

  • DFPG Investments held 36,494 shares of AES worth $691K as of Q4 2023.
  • DFPG Investments bought 3,265 AES shares in Q4 2023, an estimated $53.1K.
  • AES made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #316 holding.
  • DFPG Investments first reported a position in AES in Q4 2022 and has held it in 5 quarters since.
  • 630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.