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Duality Advisers’s AES AES Stock Holding History

Duality Advisers’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
Q2 		– Sell
-148,373
Closed -$2.66M – 12
2024
Q1 		$2.66M Buy
+148,373
New +$2.48M 0.26% 128
2023
Q4 		– Sell
-199,183
Closed -$3.03M – 560
2023
Q3 		$3.03M Buy
199,183
+155,525
+356% +$2.96M 0.37% 77
2023
Q2 		$905K Buy
43,658
+27,696
+174% +$610K 0.11% 303
2023
Q1 		$384K Buy
+15,962
New +$406K 0.04% 455
2022
Q1 		– Sell
-202,509
Closed -$4.92M – 617
2021
Q4 		$4.92M Buy
202,509
+101,146
+100% +$2.46M 0.53% 35
2021
Q3 		$2.31M Buy
+101,363
New +$2.46M 0.18% 225
2021
Q2 		– Sell
-8,542
Closed -$229K – 515
2021
Q1 		$229K Buy
+8,542
New +$227K 0.02% 503
2019
Q4 		– Sell
-511,860
Closed -$8.36M – 368
2019
Q3 		$8.36M Buy
511,860
+319,980
+167% +$5.15M 0.47% 50
2019
Q2 		$3.22M Buy
+191,880
New +$3.25M 0.28% 108

Other funds holding AES

Vanguard Group
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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Duality Advisers's AES Position: Q2 2024 in Review

Duality Advisers sold out of AES (AES) in Q2 2024, closing a stake of 148,373 shares — an estimated $2.66M sold.

Duality Advisers first reported a position in AES in Q2 2019 and held it in 9 quarters. The position peaked at $8.36M in Q3 2019. 695 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Duality Advisers reported no remaining AES position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 148,373 AES shares in Q2 2024, an estimated $2.66M.
  • Duality Advisers first reported a position in AES in Q2 2019 and held it in 9 quarters.
  • Duality Advisers's AES position peaked at $8.36M in Q3 2019.
  • 695 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.