Edgemoor Investment Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-222,853
| Closed | -$2.87M | – | 162 |
|
|
2024
Q4 | $2.87M | Sell |
222,853
-28,967
| -12% | -$373K | 0.25% | 59 |
|
|
2024
Q3 | $5.05M | Sell |
251,820
-10,838
| -4% | -$217K | 0.44% | 49 |
|
|
2024
Q2 | $4.61M | Sell |
262,658
-31,000
| -11% | -$545K | 0.43% | 49 |
|
|
2024
Q1 | $5.27M | Buy |
+293,658
| New | +$5.27M | 0.5% | 48 |
|