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Lindbrook Capital’s AES AES Stock Holding History

Lindbrook Capital’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
2025
Q1 		$95K Sell
7,648
-9,560
-56% -$111K 0.01% 702
2024
Q4 		$221K Buy
17,208
+3,034
+21% +$45.3K 0.02% 373
2024
Q3 		$284K Sell
14,174
-297
-2% -$5.25K 0.03% 320
2024
Q2 		$254K Buy
14,471
+1,071
+8% +$20.4K 0.02% 311
2024
Q1 		$240K Buy
13,400
+284
+2% +$4.75K 0.02% 319
2023
Q4 		$252K Buy
13,116
+3,809
+41% +$62K 0.03% 302
2023
Q3 		$141K Buy
9,307
+4,441
+91% +$84.6K 0.02% 393
2023
Q2 		$101K Buy
4,866
+344
+8% +$7.58K 0.01% 481
2023
Q1 		$109K Sell
4,522
-920
-17% -$23.4K 0.01% 462
2022
Q4 		$157K Sell
5,442
-643
-11% -$17.3K 0.02% 387
2022
Q3 		$138K Buy
6,085
+724
+14% +$17.2K 0.02% 360
2022
Q2 		$113K Buy
5,361
+51
+1% +$1.11K 0.02% 417
2022
Q1 		$137K Buy
5,310
+133
+3% +$3.01K 0.02% 380
2021
Q4 		$126K Buy
5,177
+5,104
+6,992% +$124K 0.02% 433
2021
Q3 		$2K Hold
73
– – ﹤0.01% 1488
2021
Q2 		$2K Sell
73
-19
-21% -$502 ﹤0.01% 1546
2021
Q1 		$2K Buy
92
+19
+26% +$505 ﹤0.01% 1507
2020
Q4 		$2K Hold
73
– – ﹤0.01% 1413
2020
Q3 		$1K Hold
73
– – ﹤0.01% 1493
2020
Q2 		$1K Buy
+73
New +$959 ﹤0.01% 1494

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lindbrook Capital's AES Position: Q1 2025 in Review

Lindbrook Capital reduced its AES (AES) stake by 56% in Q1 2025, selling an estimated $111K and leaving 7,648 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #702.

Lindbrook Capital first reported a position in AES in Q2 2020 and has held it in 20 quarters since. The position peaked at $284K in Q3 2024. 697 funds tracked by Wall St. Rank hold AES as of Q1 2025.

  • Lindbrook Capital held 7,648 shares of AES worth $95K as of Q1 2025.
  • Lindbrook Capital sold 9,560 AES shares in Q1 2025, an estimated $111K.
  • AES made up 0.01% of Lindbrook Capital's portfolio in Q1 2025, its #702 holding.
  • Lindbrook Capital first reported a position in AES in Q2 2020 and has held it in 20 quarters since.
  • Lindbrook Capital's AES position peaked at $284K in Q3 2024.
  • 697 funds tracked by Wall St. Rank held AES as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.