KI
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Kula Investments’s AES AES Stock Holding History

Kula Investments’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
2023
Q1 		$468K Buy
+19,419
New +$494K 0.12% 330

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 $733B AUM 35.63% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Kula Investments's AES Position: Q1 2023 in Review

Kula Investments opened a new position in AES (AES) in Q1 2023: 19,419 shares worth $468K. The stake represents 0.12% of the portfolio and ranks #330 among its holdings.

674 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Kula Investments held 19,419 shares of AES worth $468K as of Q1 2023.
  • AES was a new Kula Investments position in Q1 2023.
  • AES made up 0.12% of Kula Investments's portfolio in Q1 2023, its #330 holding.
  • 674 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.