Eagle Bay Advisors’s AES AES Stock Holding History

Eagle Bay 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
2025 Q1	–	Sell	-61	Closed	-$785	–	132
2024 Q4	$785	Hold	61	–	–	﹤0.01%	946
2024 Q3	$1.22K	Hold	61	–	–	﹤0.01%	1282
2024 Q2	$1.07K	Hold	61	–	–	﹤0.01%	936
2024 Q1	$1.09K	Hold	61	–	–	﹤0.01%	922
2023 Q4	$1.17K	Hold	61	–	–	﹤0.01%	777
2023 Q3	$927	Hold	61	–	–	﹤0.01%	804
2023 Q2	$1.26K	Hold	61	–	–	﹤0.01%	793
2023 Q1	$1.47K	Hold	61	–	–	﹤0.01%	791
2022 Q4	$1.75K	Hold	61	–	–	﹤0.01%	779
2022 Q3	$1K	Sell	61 -300	-83%	-$7.11K	﹤0.01%	795
2022 Q2	$7.58K	Buy	+361	New	+$7.88K	﹤0.01%	686
2022 Q1	–	Sell	-37	Closed	-$1K	–	304
2021 Q4	$1K	Sell	37 -37	-50%	-$899	﹤0.01%	970
2021 Q3	$2K	Sell	74 -273	-79%	-$6.63K	﹤0.01%	916
2021 Q2	$10K	Buy	+347	New	+$9.16K	0.01%	669

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments

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

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

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

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

Capital International Investors

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return