JWM
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Jackson Wealth Management’s AES AES Stock Holding History

Jackson 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
2022
Q2 		– Sell
-27,926
Closed -$719K – 91
2022
Q1 		$719K Sell
27,926
-128,260
-82% -$2.9M 0.1% 95
2021
Q4 		$3.79M Buy
156,186
+4,898
+3% +$119K 0.48% 62
2021
Q3 		$3K Buy
151,288
+67,589
+81% +$1.64M 0.04% 82
2021
Q2 		$2.18M Buy
83,699
+5,009
+6% +$132K 0.28% 80
2021
Q1 		$2.11M Buy
78,690
+862
+1% +$22.9K 0.32% 78
2020
Q4 		$1.83M Buy
77,828
+11,348
+17% +$236K 0.25% 86
2020
Q3 		$1.2M Buy
+66,480
New +$1.11M 0.18% 92

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Jackson Wealth Management's AES Position: Q2 2022 in Review

Jackson Wealth Management sold out of AES (AES) in Q2 2022, closing a stake of 27,926 shares — an estimated $719K sold.

Jackson Wealth Management first reported a position in AES in Q3 2020 and held it in 7 quarters. The position peaked at $3.79M in Q4 2021. 596 funds tracked by Wall St. Rank hold AES as of Q2 2022.

  • Jackson Wealth Management reported no remaining AES position as of Q2 2022 after selling out during the quarter.
  • Jackson Wealth Management sold 27,926 AES shares in Q2 2022, an estimated $719K.
  • Jackson Wealth Management first reported a position in AES in Q3 2020 and held it in 7 quarters.
  • Jackson Wealth Management's AES position peaked at $3.79M in Q4 2021.
  • 596 funds tracked by Wall St. Rank held AES as of Q2 2022.

Based on Jackson Wealth Management's 13F filing for Q2 2022, filed 1 Aug 2022.