HWM
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Hohimer Wealth Management’s AES AES Stock Holding History

Hohimer Wealth 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
2024
Q4 		– Sell
-43,943
Closed -$881K – 243
2024
Q3 		$881K Sell
43,943
-4,108
-9% -$72.7K 0.19% 120
2024
Q2 		$844K Buy
+48,051
New +$914K 0.2% 130

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

Hohimer Wealth Management's AES Position: Q4 2024 in Review

Hohimer Wealth Management sold out of AES (AES) in Q4 2024, closing a stake of 43,943 shares — an estimated $881K sold.

Hohimer Wealth Management first reported a position in AES in Q2 2024 and held it in 2 quarters. The position peaked at $881K in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Hohimer Wealth Management reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Hohimer Wealth Management sold 43,943 AES shares in Q4 2024, an estimated $881K.
  • Hohimer Wealth Management first reported a position in AES in Q2 2024 and held it in 2 quarters.
  • Hohimer Wealth Management's AES position peaked at $881K in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Hohimer Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.