Kovitz Investment Group Partners’s AES AES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
125,998
+82,767
+191% +$871K 0.01% 730
2025
Q1
$537K Buy
43,231
+22,453
+108% +$279K ﹤0.01% 877
2024
Q4
$267K Sell
20,778
-7,468
-26% -$96.1K ﹤0.01% 1070
2024
Q3
$106K Buy
+28,246
New +$106K ﹤0.01% 974