HWAM
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Hennion & Walsh Asset Management’s AES AES Stock Holding History

Hennion & Walsh Asset Management’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
2023
Q3 		– Sell
-28,715
Closed -$595K – 801
2023
Q2 		$595K Sell
28,715
-5,905
-17% -$130K 0.04% 468
2023
Q1 		$834K Sell
34,620
-14,211
-29% -$361K 0.05% 397
2022
Q4 		$1.4M Sell
48,831
-5,730
-11% -$154K 0.09% 267
2022
Q3 		$1.23M Sell
54,561
-1,241
-2% -$29.4K 0.08% 281
2022
Q2 		$1.17M Buy
55,802
+146
+0.3% +$3.19K 0.07% 283
2022
Q1 		$1.43M Sell
55,656
-6,209
-10% -$140K 0.08% 275
2021
Q4 		$1.5M Buy
61,865
+8,640
+16% +$210K 0.07% 280
2021
Q3 		$1.22M Buy
53,225
+20,629
+63% +$501K 0.06% 315
2021
Q2 		$850K Buy
32,596
+1,418
+5% +$37.4K 0.05% 398
2021
Q1 		$836K Buy
+31,178
New +$829K 0.05% 392

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return