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 $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return