Envestnet Portfolio Solutions’s AES AES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.83M Buy
839,810
+296,230
+54% +$3.12M 0.03% 250
2025
Q1
$6.75M Buy
543,580
+522,696
+2,503% +$6.49M 0.03% 296
2024
Q4
$269K Buy
20,884
+3,216
+18% +$41.4K ﹤0.01% 1555
2024
Q3
$354K Sell
17,668
-1,615
-8% -$32.4K ﹤0.01% 1367
2024
Q2
$339K Sell
19,283
-109,677
-85% -$1.93M ﹤0.01% 1314
2024
Q1
$2.31M Sell
128,960
-17,157
-12% -$308K 0.01% 587
2023
Q4
$2.81M Buy
146,117
+30,287
+26% +$583K 0.01% 502
2023
Q3
$1.76M Buy
+115,830
New +$1.76M 0.01% 577