HBT
AES icon

Heartland Bank & Trust’s AES AES Stock Holding History

Heartland Bank & Trust’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
-11,905
Closed -$239K – 141
2024
Q3 		$239K Sell
11,905
-438
-4% -$7.75K 0.13% 145
2024
Q2 		$217K Buy
12,343
+512
+4% +$9.73K 0.12% 142
2024
Q1 		$212K Buy
+11,831
New +$198K 0.12% 139
2023
Q4 		– Sell
-13,101
Closed -$199K – 125
2023
Q3 		$199K Buy
13,101
+199
+2% +$3.79K 0.16% 129
2023
Q2 		$267K Sell
12,902
-1,300
-9% -$28.6K 0.21% 115
2023
Q1 		$342K Buy
14,202
+879
+7% +$22.3K 0.26% 109
2022
Q4 		$383K Buy
+13,323
New +$359K 0.28% 99

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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
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

Heartland Bank & Trust's AES Position: Q4 2024 in Review

Heartland Bank & Trust sold out of AES (AES) in Q4 2024, closing a stake of 11,905 shares — an estimated $239K sold.

Heartland Bank & Trust first reported a position in AES in Q4 2022 and held it in 7 quarters. The position peaked at $383K in Q4 2022. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Heartland Bank & Trust reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Heartland Bank & Trust sold 11,905 AES shares in Q4 2024, an estimated $239K.
  • Heartland Bank & Trust first reported a position in AES in Q4 2022 and held it in 7 quarters.
  • Heartland Bank & Trust's AES position peaked at $383K in Q4 2022.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Heartland Bank & Trust's 13F filing for Q4 2024, filed 22 Jan 2025.