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IEQ Capital’s AES AES Stock Holding History

IEQ Capital’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
-67,833
Closed -$1.36M – 1328
2024
Q3 		$1.36M Buy
67,833
+4,259
+7% +$75.3K 0.02% 459
2024
Q2 		$1.12M Buy
63,574
+12,066
+23% +$229K 0.02% 453
2024
Q1 		$924K Buy
51,508
+17,462
+51% +$292K 0.01% 479
2023
Q4 		$655K Buy
34,046
+15,011
+79% +$244K 0.01% 510
2023
Q3 		$289K Buy
19,035
+5,606
+42% +$107K 0.01% 731
2023
Q2 		$278K Sell
13,429
-14,660
-52% -$323K 0.01% 705
2023
Q1 		$676K Buy
28,089
+2,645
+10% +$67.2K 0.02% 484
2022
Q4 		$732K Buy
25,444
+11,872
+87% +$320K 0.02% 422
2022
Q3 		$307K Buy
+13,572
New +$322K 0.01% 660

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

IEQ Capital's AES Position: Q4 2024 in Review

IEQ Capital sold out of AES (AES) in Q4 2024, closing a stake of 67,833 shares — an estimated $1.36M sold.

IEQ Capital first reported a position in AES in Q3 2022 and held it in 9 quarters. The position peaked at $1.36M in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • IEQ Capital reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • IEQ Capital sold 67,833 AES shares in Q4 2024, an estimated $1.36M.
  • IEQ Capital first reported a position in AES in Q3 2022 and held it in 9 quarters.
  • IEQ Capital's AES position peaked at $1.36M in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on IEQ Capital's 13F filing for Q4 2024, filed 3 Feb 2025.