EGA
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Eagle Global Advisors’s AES AES Stock Holding History

Eagle Global 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
2024
Q4 		– Sell
-218,257
Closed -$4.38M – 266
2024
Q3 		$4.38M Sell
218,257
-234,040
-52% -$4.14M 0.22% 80
2024
Q2 		$7.95M Buy
452,297
+137,890
+44% +$2.62M 0.42% 61
2024
Q1 		$5.64M Buy
314,407
+116,450
+59% +$1.95M 0.32% 71
2023
Q4 		$3.81M Buy
197,957
+250
+0.1% +$4.07K 0.23% 87
2023
Q3 		$3.01M Buy
197,707
+64,918
+49% +$1.24M 0.19% 93
2023
Q2 		$2.75M Buy
132,789
+121,531
+1,080% +$2.68M 0.18% 94
2023
Q1 		$271K Hold
11,258
– – 0.02% 196
2022
Q4 		$324K Buy
+11,258
New +$303K 0.02% 186

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Morgan Stanley
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

Eagle Global Advisors's AES Position: Q4 2024 in Review

Eagle Global Advisors sold out of AES (AES) in Q4 2024, closing a stake of 218,257 shares — an estimated $4.38M sold.

Eagle Global Advisors first reported a position in AES in Q4 2022 and held it in 8 quarters. The position peaked at $7.95M in Q2 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Eagle Global Advisors reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Eagle Global Advisors sold 218,257 AES shares in Q4 2024, an estimated $4.38M.
  • Eagle Global Advisors first reported a position in AES in Q4 2022 and held it in 8 quarters.
  • Eagle Global Advisors's AES position peaked at $7.95M in Q2 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Eagle Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.