NewEdge 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 | $3.12M | Buy |
296,794
+58,969
| +25% | +$620K | 0.02% | 746 |
|
|
2025
Q1 | $2.95M | Buy |
237,825
+84,831
| +55% | +$1.05M | 0.02% | 694 |
|
|
2024
Q4 | $1.97M | Sell |
152,994
-4,925
| -3% | -$63.4K | 0.01% | 834 |
|
|
2024
Q3 | $3.17M | Sell |
157,919
-24,925
| -14% | -$500K | 0.02% | 617 |
|
|
2024
Q2 | $3.21M | Buy |
182,844
+66,010
| +56% | +$1.16M | 0.02% | 581 |
|
|
2024
Q1 | $1.83M | Buy |
116,834
+91,615
| +363% | +$1.43M | 0.02% | 732 |
|
|
2023
Q4 | $426K | Buy |
25,219
+14,399
| +133% | +$243K | ﹤0.01% | 1365 |
|
|
2023
Q3 | $164K | Sell |
10,820
-2,661
| -20% | -$40.4K | ﹤0.01% | 1689 |
|
|
2023
Q2 | $279K | Sell |
13,481
-13,121
| -49% | -$272K | ﹤0.01% | 1481 |
|
|
2023
Q1 | $641K | Buy |
26,602
+4,569
| +21% | +$110K | 0.01% | 1002 |
|
|
2022
Q4 | $377K | Buy |
+22,033
| New | +$377K | 0.01% | 903 |
|
|
2020
Q1 | – | Sell |
-81,169
| Closed | -$1.62M | – | 793 |
|
|
2019
Q4 | $1.62M | Buy |
81,169
+13,781
| +20% | +$274K | 0.06% | 279 |
|
|
2019
Q3 | $1.1M | Buy |
+67,388
| New | +$1.1M | 0.05% | 326 |
|