Gallagher Fiduciary Advisors’s AES AES Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$723K	Buy	68,714 +4,862	+8%	+$51.1K	0.03%	123
2025 Q1	$793K	Buy	63,852 +3,838	+6%	+$47.7K	0.03%	108
2024 Q4	$772K	Buy	60,014 +22,105	+58%	+$284K	0.15%	89
2024 Q3	$760K	Buy	+37,909	New	+$760K	0.15%	74