HBC Financial Services’s AES AES Stock Holding History

HBC Financial Services’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	$1K	Hold	84	–	–	﹤0.01%	169
2024 Q3	$1K	Buy	+84	New	+$1.49K	﹤0.01%	168

Other funds holding AES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

HBC Financial Services's AES Position: Q4 2024 in Review

HBC Financial Services held its AES (AES) position steady in Q4 2024 at 84 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #169.

HBC Financial Services first reported a position in AES in Q3 2024 and has held it in 2 quarters since. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

HBC Financial Services held 84 shares of AES worth $1K as of Q4 2024.
HBC Financial Services left its AES share count unchanged in Q4 2024.
AES made up ﹤0.01% of HBC Financial Services's portfolio in Q4 2024, its #169 holding.
HBC Financial Services first reported a position in AES in Q3 2024 and has held it in 2 quarters since.
713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on HBC Financial Services's 13F filing for Q4 2024, filed 16 Jan 2025.