EA
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Emerald Advisers’s AES AES Stock Holding History

Emerald 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
Q4 		– Sell
-64,896
Closed -$1.3M – 255
2024
Q3 		$1.3M Buy
64,896
+14,162
+28% +$251K 0.05% 128
2024
Q2 		$891K Buy
50,734
+25,308
+100% +$481K 0.04% 146
2024
Q1 		$456K Buy
25,426
+10,454
+70% +$175K 0.02% 188
2023
Q4 		$288K Buy
+14,972
New +$244K 0.01% 205

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

Emerald Advisers's AES Position: Q4 2024 in Review

Emerald Advisers sold out of AES (AES) in Q4 2024, closing a stake of 64,896 shares — an estimated $1.3M sold.

Emerald Advisers first reported a position in AES in Q4 2023 and held it in 4 quarters. The position peaked at $1.3M in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Emerald Advisers reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Emerald Advisers sold 64,896 AES shares in Q4 2024, an estimated $1.3M.
  • Emerald Advisers first reported a position in AES in Q4 2023 and held it in 4 quarters.
  • Emerald Advisers's AES position peaked at $1.3M in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Emerald Advisers's 13F filing for Q4 2024, filed 11 Feb 2025.