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LNZ Capital’s AES AES Stock Holding History

LNZ 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
2021
Q4 		$20.2M Buy
+830,000
New +$20.2M 14.8% 1
2021
Q3 		– Sell
-620,000
Closed -$16.2M – 14
2021
Q2 		$16.2M Buy
620,000
+470,000
+313% +$12.4M 11.71% 3
2021
Q1 		$4.02M Buy
+150,000
New +$3.99M 3.27% 9
2020
Q4 		– Sell
-1,118,907
Closed -$20.3M – 13
2020
Q3 		$20.3M Buy
+1,118,907
New +$18.7M 25.85% 2

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

LNZ Capital's AES Position: Q4 2021 in Review

LNZ Capital opened a new position in AES (AES) in Q4 2021: 830,000 shares worth $20.2M. The stake represents 14.8% of the portfolio and ranks #1 among its holdings. This is a return to the name: LNZ Capital previously reported a position in AES as recently as Q2 2021.

LNZ Capital first reported a position in AES in Q3 2020 and has held it in 4 quarters since. The position peaked at $20.3M in Q3 2020. 619 funds tracked by Wall St. Rank hold AES as of Q4 2021.

  • LNZ Capital held 830,000 shares of AES worth $20.2M as of Q4 2021.
  • AES was a new LNZ Capital position in Q4 2021.
  • AES made up 14.8% of LNZ Capital's portfolio in Q4 2021, its #1 holding.
  • LNZ Capital first reported a position in AES in Q3 2020 and has held it in 4 quarters since.
  • LNZ Capital's AES position peaked at $20.3M in Q3 2020.
  • 619 funds tracked by Wall St. Rank held AES as of Q4 2021.

Based on LNZ Capital's 13F filing for Q4 2021, filed 14 Feb 2022.