Howard Capital Management’s AES AES Stock Holding History

Howard Capital 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
2026 Q1	$4.83M	Buy	342,705 +34,576	+11%	+$515K	0.08%	72
2025 Q4	$4.42M	Buy	308,129 +36,644	+13%	+$517K	0.06%	103
2025 Q3	$3.57M	Buy	271,485 +927	+0.3%	+$12K	0.05%	115
2025 Q2	$2.85M	Buy	270,558 +7,212	+3%	+$77.2K	0.04%	130
2025 Q1	$3.27M	Buy	263,346 +9,558	+4%	+$111K	0.08%	100
2024 Q4	$3.27M	Buy	253,788 +16,341	+7%	+$244K	0.05%	106
2024 Q3	$4.76M	Buy	+237,447	New	+$4.2M	0.08%	66
2018 Q4	–	Sell	-803,005	Closed	-$11M	–	14
2018 Q3	$11M	Hold	803,005	–	–	1.06%	43
2018 Q2	$10.5M	Sell	803,005 -24,100	-3%	-$297K	1.15%	56
2018 Q1	$9.4M	Buy	827,105 +125,456	+18%	+$1.36M	1.19%	31
2017 Q4	$7.6M	Buy	+701,649	New	+$7.59M	1.21%	52

Other funds holding AES

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

SG Americas Securities

SG Americas Securities New York $90.6B AUM 36.98% 1-Year Est. Return