Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-1,682,463
Closed -$22.1M 232
2025
Q3
$22.1M Buy
1,682,463
+36,584
+2% +$475K 0.76% 47
2025
Q2
$17.3M Buy
1,645,879
+68,227
+4% +$730K 0.6% 57
2025
Q1
$19.6M Buy
1,577,652
+1,037,700
+192% +$12M 0.66% 53
2024
Q4
$6.95M Buy
539,952
+76,221
+16% +$1.14M 0.22% 115
2024
Q3
$9.3M Buy
463,731
+49,883
+12% +$882K 0.27% 104
2024
Q2
$7.27M Buy
413,848
+166,361
+67% +$3.16M 0.22% 119
2024
Q1
$4.44M Buy
+247,487
New +$4.14M 0.12% 136
2021
Q3
Sell
-227,713
Closed -$5.94M 370
2021
Q2
$5.94M Sell
227,713
-22,498
-9% -$594K 0.11% 205
2021
Q1
$6.71M Buy
+250,211
New +$6.66M 0.13% 198

Other funds holding AES