Hartree Partners’s AES AES Stock Holding History

Hartree Partners’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 Q3	–	Sell	-50,000	Closed	-$879K	–	71
2024 Q2	$879K	Buy	+50,000	New	+$951K	0.22%	40
2024 Q1	–	Sell	-10,225	Closed	-$197K	–	57
2023 Q4	$197K	Buy	+10,225	New	+$166K	0.07%	46
2023 Q1	–	Sell	-55,000	Closed	-$1.58M	–	58
2022 Q4	$1.58M	Buy	55,000 +16,000	+41%	+$431K	1.35%	16
2022 Q3	$881K	Buy	+39,000	New	+$925K	0.69%	18
2020 Q3	–	Sell	-148,000	Closed	-$2.14M	–	23
2020 Q2	$2.14M	Sell	148,000 -14,000	-9%	-$184K	2.39%	8
2020 Q1	$2.2M	Buy	+162,000	New	+$2.9M	2.4%	12

Other funds holding AES

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Hartree Partners's AES Position: Q3 2024 in Review

Hartree Partners sold out of AES (AES) in Q3 2024, closing a stake of 50,000 shares — an estimated $879K sold.

Hartree Partners first reported a position in AES in Q1 2020 and held it in 6 quarters. The position peaked at $2.2M in Q1 2020. 704 funds tracked by Wall St. Rank hold AES as of Q3 2024.

Hartree Partners reported no remaining AES position as of Q3 2024 after selling out during the quarter.
Hartree Partners sold 50,000 AES shares in Q3 2024, an estimated $879K.
Hartree Partners first reported a position in AES in Q1 2020 and held it in 6 quarters.
Hartree Partners's AES position peaked at $2.2M in Q1 2020.
704 funds tracked by Wall St. Rank held AES as of Q3 2024.

Based on Hartree Partners's 13F filing for Q3 2024, filed 13 Nov 2024.