Financial Management Professionals’s AES AES Stock Holding History

Financial Management Professionals’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
2025 Q1	–	Sell	-124	Closed	-$1.6K	–	996
2024 Q4	$1.6K	Hold	124	–	–	﹤0.01%	754
2024 Q3	$2K	Hold	124	–	–	﹤0.01%	725
2024 Q2	$2K	Hold	124	–	–	﹤0.01%	686
2024 Q1	$2K	Sell	124 -71	-36%	-$1.19K	﹤0.01%	726
2023 Q4	$4K	Buy	195 +71	+57%	+$1.16K	﹤0.01%	666
2023 Q3	$2K	Sell	124 -131	-51%	-$2.5K	﹤0.01%	689
2023 Q2	$5K	Sell	255 -102	-29%	-$2.25K	﹤0.01%	643
2023 Q1	$9K	Buy	357 +102	+40%	+$2.59K	﹤0.01%	574
2022 Q4	$7K	Hold	255	–	–	﹤0.01%	554
2022 Q3	$6K	Hold	255	–	–	﹤0.01%	560
2022 Q2	$5K	Buy	255 +66	+35%	+$1.44K	﹤0.01%	599
2022 Q1	$5K	Buy	189 +65	+52%	+$1.47K	﹤0.01%	616
2021 Q4	$3K	Hold	124	–	–	﹤0.01%	639
2021 Q3	$3K	Hold	124	–	–	﹤0.01%	640
2021 Q2	$3K	Hold	124	–	–	﹤0.01%	584
2021 Q1	$3K	Hold	124	–	–	﹤0.01%	517
2020 Q4	$3K	Hold	124	–	–	﹤0.01%	490
2020 Q3	$2K	Hold	124	–	–	﹤0.01%	485
2020 Q2	$2K	Buy	+124	New	+$1.63K	﹤0.01%	480

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Financial Management Professionals's AES Position: Q1 2025 in Review

Financial Management Professionals sold out of AES (AES) in Q1 2025, closing a stake of 124 shares — an estimated $1.6K sold.

Financial Management Professionals first reported a position in AES in Q2 2020 and held it in 19 quarters. The position peaked at $9K in Q1 2023. 698 funds tracked by Wall St. Rank hold AES as of Q1 2025.

Financial Management Professionals reported no remaining AES position as of Q1 2025 after selling out during the quarter.
Financial Management Professionals sold 124 AES shares in Q1 2025, an estimated $1.6K.
Financial Management Professionals first reported a position in AES in Q2 2020 and held it in 19 quarters.
Financial Management Professionals's AES position peaked at $9K in Q1 2023.
698 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Financial Management Professionals's 13F filing for Q1 2025, filed 10 Apr 2025.