Everence Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $480K | Hold |
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|
2025
Q2 | $384K | Buy |
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|
2025
Q1 | $290K | Hold |
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|
2024
Q4 | $301K | Buy |
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|
2024
Q3 | $448K | Sell |
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|
2024
Q2 | $838 | Buy |
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|
2024
Q1 | $400 | Hold |
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|
2023
Q4 | $430K | Buy |
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|
2023
Q3 | $303 | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $245 | Sell |
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|
2022
Q4 | $300 | Sell |
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|
2022
Q3 | $615K | Hold |
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|
2022
Q2 | $572K | Hold |
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|
2022
Q1 | $701K | Hold |
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|
2021
Q4 | $662K | Hold |
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|
2021
Q3 | $622K | Hold |
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|
2021
Q2 | $710K | Hold |
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|
2021
Q1 | $730K | Hold |
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|
2020
Q4 | $640K | Hold |
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|
2020
Q3 | $493K | Hold |
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|
2020
Q2 | $340K | Hold |
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|
2020
Q1 | $370K | Buy |
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|
2019
Q4 | $240K | Buy |
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|
2019
Q3 | $194K | Hold |
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|
2019
Q2 | $199K | Hold |
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|
2019
Q1 | $214K | Sell |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $411K | Hold |
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|
2018
Q2 | $394K | Hold |
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|
2018
Q1 | $334K | Buy |
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|
2017
Q4 | $127K | Sell |
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|
2017
Q3 | $316K | Hold |
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|
2017
Q2 | $318K | Buy |
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|
2017
Q1 | $157K | Hold |
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|
2016
Q4 | $163K | Hold |
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|
2016
Q3 | $180K | Hold |
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|
2016
Q2 | $175K | Sell |
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|
2016
Q1 | $310K | Hold |
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|
2015
Q4 | $251K | Buy |
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|
2015
Q3 | $116K | Hold |
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|
2015
Q2 | $157K | Hold |
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|
2015
Q1 | $154K | Hold |
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|
2014
Q4 | $164K | Hold |
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|
2014
Q3 | $180K | Hold |
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|
2014
Q2 | $185K | Hold |
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|
2014
Q1 | $170K | Hold |
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|
2013
Q4 | $172K | Hold |
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|
2013
Q3 | $158K | Hold |
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|
2013
Q2 | $142K | Buy |
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