Fulcrum Capital’s AES AES Stock Holding History

Fulcrum Capital’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 Q2	–	Sell	-30,690	Closed	-$381K	–	100
2025 Q1	$381K	Sell	30,690 -342	-1%	-$3.96K	0.08%	72
2024 Q4	$399K	Sell	31,032 -52	-0.2%	-$777	0.08%	76
2024 Q3	$624K	Buy	31,084 +50	+0.2%	+$884	0.14%	56
2024 Q2	$545K	Buy	31,034 +1,629	+6%	+$31K	0.12%	58
2024 Q1	$527K	Buy	29,405 +2,152	+8%	+$36K	0.13%	64
2023 Q4	$525K	Sell	27,253 -1,027	-4%	-$16.7K	0.14%	62
2023 Q3	$430K	Sell	28,280 -1,171	-4%	-$22.3K	0.12%	65
2023 Q2	$611K	Sell	29,451 -2,368	-7%	-$52.1K	0.16%	59
2023 Q1	$766K	Sell	31,819 -5,178	-14%	-$132K	0.21%	55
2022 Q4	$1.06M	Sell	36,997 -5,943	-14%	-$160K	0.31%	51
2022 Q3	$970K	Sell	42,940 -2,150	-5%	-$51K	0.29%	52
2022 Q2	$947K	Buy	+45,090	New	+$984K	0.3%	46

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

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

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

Fidelity Investments

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

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

Geode Capital Management

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

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

Capital International Investors

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