Luther King Capital Management (LKCM)
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Luther King Capital Management (LKCM)’s AES AES Stock Holding History

Luther King Capital Management (LKCM)’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
2024
Q4 		– Sell
-172,000
Closed -$3.45M – 589
2024
Q3 		$3.45M Buy
172,000
+16,365
+11% +$289K 0.01% 271
2024
Q2 		$2.73M Buy
+155,635
New +$2.96M 0.01% 282

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Luther King Capital Management (LKCM)'s AES Position: Q4 2024 in Review

Luther King Capital Management (LKCM) sold out of AES (AES) in Q4 2024, closing a stake of 172,000 shares — an estimated $3.45M sold.

Luther King Capital Management (LKCM) first reported a position in AES in Q2 2024 and held it in 2 quarters. The position peaked at $3.45M in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Luther King Capital Management (LKCM) reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Luther King Capital Management (LKCM) sold 172,000 AES shares in Q4 2024, an estimated $3.45M.
  • Luther King Capital Management (LKCM) first reported a position in AES in Q2 2024 and held it in 2 quarters.
  • Luther King Capital Management (LKCM)'s AES position peaked at $3.45M in Q3 2024.
  • 711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q4 2024, filed 7 Feb 2025.