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Institutional & Family Asset Management’s AES AES Stock Holding History

Institutional & Family 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
2024
Q2 		$20.4K Buy
1,162
+149
+15% +$2.83K ﹤0.01% 336
2024
Q1 		$18.2K Buy
1,013
+263
+35% +$4.39K ﹤0.01% 339
2023
Q4 		$14.4K Buy
750
+68
+10% +$1.11K ﹤0.01% 348
2023
Q3 		$10.4K Hold
682
– – ﹤0.01% 371
2023
Q2 		$14.1K Sell
682
-236
-26% -$5.2K ﹤0.01% 349
2023
Q1 		$22.1K Sell
918
-37
-4% -$940 ﹤0.01% 297
2022
Q4 		$27.5K Sell
955
-11
-1% -$296 ﹤0.01% 272
2022
Q3 		$22K Sell
966
-17
-2% -$403 ﹤0.01% 297
2022
Q2 		$21K Buy
983
+99
+11% +$2.16K ﹤0.01% 305
2022
Q1 		$23K Sell
884
-8
-0.9% -$181 ﹤0.01% 337
2021
Q4 		$22K Hold
892
– – ﹤0.01% 354
2021
Q3 		$20K Sell
892
-14
-2% -$340 ﹤0.01% 448
2021
Q2 		$24K Hold
906
– – ﹤0.01% 447
2021
Q1 		$24K Sell
906
-75
-8% -$2K ﹤0.01% 466
2020
Q4 		$23K Sell
981
-2,339
-70% -$48.6K ﹤0.01% 420
2020
Q3 		$60K Sell
3,320
-325
-9% -$5.43K 0.01% 263
2020
Q2 		$53K Sell
3,645
-1,537
-30% -$20.2K 0.01% 295
2020
Q1 		$70K Buy
5,182
+328
+7% +$5.88K 0.02% 245
2019
Q4 		$97K Sell
4,854
-188
-4% -$3.36K 0.02% 236
2019
Q3 		$82K Sell
5,042
-892
-15% -$14.4K 0.02% 241
2019
Q2 		$99K Buy
5,934
+2,194
+59% +$37.2K 0.02% 224
2019
Q1 		$68K Sell
3,740
-1,882
-33% -$31.6K 0.01% 288
2018
Q4 		$81K Sell
5,622
-108
-2% -$1.62K 0.02% 261
2018
Q3 		$80K Sell
5,730
-133
-2% -$1.79K 0.02% 299
2018
Q2 		$79K Sell
5,863
-401
-6% -$4.94K 0.02% 306
2018
Q1 		$71K Buy
+6,264
New +$68.1K 0.02% 289

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
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Institutional & Family Asset Management's AES Position: Q2 2024 in Review

Institutional & Family Asset Management increased its AES (AES) stake by 15% in Q2 2024, buying an estimated $2.83K and bringing the position to 1,162 shares worth $20.4K. The position accounts for ﹤0.01% of the portfolio, ranked #336.

Institutional & Family Asset Management first reported a position in AES in Q1 2018 and has held it in 26 quarters since. The position peaked at $99K in Q2 2019. 694 funds tracked by Wall St. Rank hold AES as of Q2 2024.

  • Institutional & Family Asset Management held 1,162 shares of AES worth $20.4K as of Q2 2024.
  • Institutional & Family Asset Management bought 149 AES shares in Q2 2024, an estimated $2.83K.
  • AES made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #336 holding.
  • Institutional & Family Asset Management first reported a position in AES in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's AES position peaked at $99K in Q2 2019.
  • 694 funds tracked by Wall St. Rank held AES as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.