LHC
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Little House Capital’s AES AES Stock Holding History

Little House 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
2023
Q1 		– Sell
-52,722
Closed -$1.52M – 108
2022
Q4 		$1.52M Buy
52,722
+2,992
+6% +$80.6K 0.75% 40
2022
Q3 		$1.12M Buy
49,730
+2,802
+6% +$66.4K 0.6% 46
2022
Q2 		$986K Buy
46,928
+19,925
+74% +$435K 0.53% 51
2022
Q1 		$695K Buy
27,003
+13,802
+105% +$312K 0.36% 77
2021
Q4 		$321K Sell
13,201
-13,895
-51% -$338K 0.17% 117
2021
Q3 		$619K Buy
27,096
+1,108
+4% +$26.9K 0.36% 82
2021
Q2 		$678K Buy
+25,988
New +$686K 0.37% 84

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

Little House Capital's AES Position: Q1 2023 in Review

Little House Capital sold out of AES (AES) in Q1 2023, closing a stake of 52,722 shares — an estimated $1.52M sold.

Little House Capital first reported a position in AES in Q2 2021 and held it in 7 quarters. The position peaked at $1.52M in Q4 2022. 675 funds tracked by Wall St. Rank hold AES as of Q1 2023.

  • Little House Capital reported no remaining AES position as of Q1 2023 after selling out during the quarter.
  • Little House Capital sold 52,722 AES shares in Q1 2023, an estimated $1.52M.
  • Little House Capital first reported a position in AES in Q2 2021 and held it in 7 quarters.
  • Little House Capital's AES position peaked at $1.52M in Q4 2022.
  • 675 funds tracked by Wall St. Rank held AES as of Q1 2023.

Based on Little House Capital's 13F filing for Q1 2023, filed 4 May 2023.