First Trust Direct Indexing’s AES AES Stock Holding History

First Trust Direct Indexing’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	-12,082	Closed	-$242K	–	24
2024 Q3	$242K	Sell	12,082 -4,896	-29%	-$86.6K	0.01%	839
2024 Q2	$298K	Buy	16,978 +5,396	+47%	+$103K	0.02%	669
2024 Q1	$208K	Sell	11,582 -902	-7%	-$15.1K	0.02%	721
2023 Q4	$240K	Buy	+12,484	New	+$203K	0.02%	649
2023 Q3	–	Sell	-11,784	Closed	-$244K	–	699
2023 Q2	$244K	Sell	11,784 -671	-5%	-$14.8K	0.03%	603
2023 Q1	$300K	Buy	12,455 +2,859	+30%	+$72.7K	0.04%	541
2022 Q4	$276K	Buy	+9,596	New	+$259K	0.04%	531

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

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

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

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

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

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

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

First Trust Direct Indexing's AES Position: Q4 2024 in Review

First Trust Direct Indexing sold out of AES (AES) in Q4 2024, closing a stake of 12,082 shares — an estimated $242K sold.

First Trust Direct Indexing first reported a position in AES in Q4 2022 and held it in 7 quarters. The position peaked at $300K in Q1 2023. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

First Trust Direct Indexing reported no remaining AES position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 12,082 AES shares in Q4 2024, an estimated $242K.
First Trust Direct Indexing first reported a position in AES in Q4 2022 and held it in 7 quarters.
First Trust Direct Indexing's AES position peaked at $300K in Q1 2023.
711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.