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NewSquare Capital’s AES AES Stock Holding History

NewSquare Capital’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
2025
Q2 		– Hold
0
– – – 1313
2025
Q1 		– Sell
-19
Closed -$220 – 1163
2024
Q4 		$245 Buy
+19
New +$284 ﹤0.01% 853
2020
Q2 		– Sell
-409
Closed -$6K – 367
2020
Q1 		$6K Buy
+409
New +$7.33K ﹤0.01% 261
2016
Q2 		– Sell
-949
Closed -$11K – 337
2016
Q1 		$11K Buy
+949
New +$9.45K ﹤0.01% 279

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State Street
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Ameriprise
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OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return