Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s AES AES Stock Holding History

Kovitz Investment Group Partners’s Portfolio AES Stock Details AES Fund Activity
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