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Merewether Investment Management’s AES AES Stock Holding History

Merewether Investment Management’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
-951,100
Closed -$19.1M – 53
2024
Q3 		$19.1M Buy
951,100
+2,000
+0.2% +$35.4K 0.88% 31
2024
Q2 		$16.7M Sell
949,100
-87,600
-8% -$1.67M 0.88% 29
2024
Q1 		$18.6M Buy
+1,036,700
New +$17.3M 0.99% 31
2023
Q1 		– Sell
-193,254
Closed -$5.56M – 37
2022
Q4 		$5.56M Sell
193,254
-225,000
-54% -$6.06M 0.54% 28
2022
Q3 		$9.45M Buy
+418,254
New +$9.92M 0.95% 26
2022
Q1 		– Sell
-2,182,699
Closed -$53M – 35
2021
Q4 		$53M Buy
2,182,699
+108,089
+5% +$2.63M 5.63% 5
2021
Q3 		$47.4M Buy
2,074,610
+1,137,969
+121% +$27.6M 6.67% 4
2021
Q2 		$24.4M Buy
936,641
+65,522
+8% +$1.73M 4.29% 10
2021
Q1 		$23.4M Sell
871,119
-679,871
-44% -$18.1M 3.76% 11
2020
Q4 		$36.4M Buy
+1,550,990
New +$32.2M 9.38% 1

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

Merewether Investment Management's AES Position: Q4 2024 in Review

Merewether Investment Management sold out of AES (AES) in Q4 2024, closing a stake of 951,100 shares — an estimated $19.1M sold.

Merewether Investment Management first reported a position in AES in Q4 2020 and held it in 10 quarters. The position peaked at $53M in Q4 2021. 712 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Merewether Investment Management reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Merewether Investment Management sold 951,100 AES shares in Q4 2024, an estimated $19.1M.
  • Merewether Investment Management first reported a position in AES in Q4 2020 and held it in 10 quarters.
  • Merewether Investment Management's AES position peaked at $53M in Q4 2021.
  • 712 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Merewether Investment Management's 13F filing for Q4 2024, filed 14 Feb 2025.