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Northwest & Ethical Investments’s AES AES Stock Holding History

Northwest & Ethical Investments’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
Q3 		– Sell
-65,000
Closed -$17.6K – 503
2025
Q2 		$17.6K Buy
+65,000
New +$696K ﹤0.01% 485

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Northwest & Ethical Investments's AES Position: Q4 2024 in Review

Northwest & Ethical Investments sold out of AES (AES) in Q4 2024, closing a stake of 61,103 shares — an estimated $1.23M sold.

Northwest & Ethical Investments first reported a position in AES in Q3 2016 and held it in 22 quarters. The position peaked at $6.34M in Q1 2021. 712 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Northwest & Ethical Investments reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Northwest & Ethical Investments sold 61,103 AES shares in Q4 2024, an estimated $1.23M.
  • Northwest & Ethical Investments first reported a position in AES in Q3 2016 and held it in 22 quarters.
  • Northwest & Ethical Investments's AES position peaked at $6.34M in Q1 2021.
  • 712 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Northwest & Ethical Investments's 13F filing for Q4 2024, filed 11 Feb 2025.