Mercer Global Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $235K | Buy |
22,298
+6,733
| +43% | +$70.8K | ﹤0.01% | 1970 |
|
|
2025
Q1 | $193K | Buy |
15,565
+600
| +4% | +$7.45K | ﹤0.01% | 1988 |
|
|
2024
Q4 | $193K | Sell |
14,965
-390
| -3% | -$5.02K | ﹤0.01% | 1980 |
|
|
2024
Q3 | $310K | Buy |
15,355
+361
| +2% | +$7.3K | ﹤0.01% | 1594 |
|
|
2024
Q2 | $263K | Sell |
14,994
-1,077
| -7% | -$18.9K | ﹤0.01% | 1645 |
|
|
2024
Q1 | $288K | Sell |
16,071
-23,700
| -60% | -$425K | ﹤0.01% | 1585 |
|
|
2023
Q4 | $766K | Sell |
39,771
-2,545
| -6% | -$49K | ﹤0.01% | 1092 |
|
|
2023
Q3 | $643K | Sell |
42,316
-2,722
| -6% | -$41.4K | ﹤0.01% | 1128 |
|
|
2023
Q2 | $934K | Buy |
45,038
+2,378
| +6% | +$49.3K | ﹤0.01% | 964 |
|
|
2023
Q1 | $1.03M | Buy |
42,660
+431
| +1% | +$10.4K | ﹤0.01% | 905 |
|
|
2022
Q4 | $1.22M | Buy |
42,229
+2,159
| +5% | +$62.1K | 0.01% | 836 |
|
|
2022
Q3 | $906K | Buy |
40,070
+1,792
| +5% | +$40.5K | 0.01% | 879 |
|
|
2022
Q2 | $804K | Buy |
38,278
+5,316
| +16% | +$112K | ﹤0.01% | 937 |
|
|
2022
Q1 | $848K | Buy |
32,962
+9,284
| +39% | +$239K | 0.01% | 960 |
|
|
2021
Q4 | $575K | Buy |
23,678
+6,601
| +39% | +$160K | ﹤0.01% | 1137 |
|
|
2021
Q3 | $390K | Buy |
17,077
+2,473
| +17% | +$56.5K | ﹤0.01% | 1299 |
|
|
2021
Q2 | $381K | Sell |
14,604
-207
| -1% | -$5.4K | ﹤0.01% | 1272 |
|
|
2021
Q1 | $397K | Buy |
14,811
+4,574
| +45% | +$123K | ﹤0.01% | 1183 |
|
|
2020
Q4 | $241K | Buy |
+10,237
| New | +$241K | ﹤0.01% | 1157 |
|
|
2020
Q2 | – | Sell |
-30,385
| Closed | -$413K | – | 1013 |
|
|
2020
Q1 | $413K | Sell |
30,385
-56,640
| -65% | -$770K | 0.01% | 712 |
|
|
2019
Q4 | $1.73M | Buy |
87,025
+11,117
| +15% | +$221K | 0.03% | 377 |
|
|
2019
Q3 | $1.24M | Buy |
75,908
+16,956
| +29% | +$277K | 0.03% | 419 |
|
|
2019
Q2 | $988K | Buy |
58,952
+5,408
| +10% | +$90.6K | 0.03% | 463 |
|
|
2019
Q1 | $968K | Buy |
+53,544
| New | +$968K | 0.03% | 426 |
|