Monarch Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.34M | Buy |
126,915
+13,600
| +12% | +$143K | 0.36% | 63 |
|
|
2025
Q1 | $1.41M | Buy |
113,315
+8,334
| +8% | +$104K | 0.39% | 60 |
|
|
2024
Q4 | $1.35M | Buy |
104,981
+16,590
| +19% | +$214K | 0.37% | 61 |
|
|
2024
Q3 | $1.77M | Buy |
88,391
+3,085
| +4% | +$61.9K | 0.48% | 55 |
|
|
2024
Q2 | $1.5M | Buy |
85,306
+1,115
| +1% | +$19.6K | 0.44% | 54 |
|
|
2024
Q1 | $1.51M | Buy |
84,191
+5,942
| +8% | +$107K | 0.43% | 56 |
|
|
2023
Q4 | $1.51M | Buy |
78,249
+3,907
| +5% | +$75.2K | 0.46% | 54 |
|
|
2023
Q3 | $1.13M | Buy |
74,342
+4,130
| +6% | +$62.8K | 0.36% | 60 |
|
|
2023
Q2 | $1.46M | Buy |
70,212
+4,635
| +7% | +$96.1K | 0.44% | 56 |
|
|
2023
Q1 | $1.58M | Buy |
65,577
+1,923
| +3% | +$46.3K | 0.48% | 53 |
|
|
2022
Q4 | $1.83M | Sell |
63,654
-7,480
| -11% | -$215K | 0.56% | 50 |
|
|
2022
Q3 | $1.61M | Sell |
71,134
-1,743
| -2% | -$39.4K | 0.52% | 50 |
|
|
2022
Q2 | $1.53M | Buy |
72,877
+1,505
| +2% | +$31.6K | 0.46% | 58 |
|
|
2022
Q1 | $1.84M | Buy |
71,372
+7,281
| +11% | +$187K | 0.49% | 52 |
|
|
2021
Q4 | $1.56M | Buy |
64,091
+8,451
| +15% | +$205K | 0.4% | 58 |
|
|
2021
Q3 | $1.27M | Buy |
55,640
+3,790
| +7% | +$86.5K | 0.35% | 65 |
|
|
2021
Q2 | $1.35M | Buy |
51,850
+1,310
| +3% | +$34.2K | 0.39% | 62 |
|
|
2021
Q1 | $1.36M | Buy |
50,540
+1,176
| +2% | +$31.5K | 0.4% | 60 |
|
|
2020
Q4 | $1.16M | Sell |
49,364
-1,836
| -4% | -$43.1K | 0.37% | 63 |
|
|
2020
Q3 | $927K | Buy |
51,200
+350
| +0.7% | +$6.34K | 0.32% | 60 |
|
|
2020
Q2 | $737K | Buy |
50,850
+900
| +2% | +$13K | 0.27% | 65 |
|
|
2020
Q1 | $679K | Buy |
49,950
+29,750
| +147% | +$404K | 0.28% | 64 |
|
|
2019
Q4 | $402K | Sell |
20,200
-2,500
| -11% | -$49.8K | 0.13% | 82 |
|
|
2019
Q3 | $371K | Buy |
22,700
+2,300
| +11% | +$37.6K | 0.13% | 80 |
|
|
2019
Q2 | $342K | Hold |
20,400
| – | – | 0.12% | 83 |
|
|
2019
Q1 | $369K | Buy |
20,400
+500
| +3% | +$9.04K | 0.13% | 83 |
|
|
2018
Q4 | $288K | Hold |
19,900
| – | – | 0.12% | 84 |
|
|
2018
Q3 | $279K | Hold |
19,900
| – | – | 0.1% | 84 |
|
|
2018
Q2 | $267K | Hold |
19,900
| – | – | 0.1% | 84 |
|
|
2018
Q1 | $226K | Buy |
+19,900
| New | +$226K | 0.09% | 86 |
|