Northwestern Mutual Wealth 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 | $1.33M | Buy |
126,607
+305
| +0.2% | +$3.21K | ﹤0.01% | 1077 |
|
|
2025
Q1 | $1.57M | Buy |
126,302
+36,358
| +40% | +$452K | ﹤0.01% | 974 |
|
|
2024
Q4 | $1.16M | Buy |
89,944
+74,757
| +492% | +$962K | ﹤0.01% | 1027 |
|
|
2024
Q3 | $305K | Buy |
15,187
+1,071
| +8% | +$21.5K | ﹤0.01% | 1488 |
|
|
2024
Q2 | $248K | Sell |
14,116
-33,225
| -70% | -$584K | ﹤0.01% | 1497 |
|
|
2024
Q1 | $849K | Buy |
47,341
+21,100
| +80% | +$378K | ﹤0.01% | 1065 |
|
|
2023
Q4 | $505K | Sell |
26,241
-9,633
| -27% | -$185K | ﹤0.01% | 1198 |
|
|
2023
Q3 | $545K | Buy |
35,874
+23,869
| +199% | +$363K | ﹤0.01% | 1126 |
|
|
2023
Q2 | $249K | Buy |
12,005
+1,297
| +12% | +$26.9K | ﹤0.01% | 1385 |
|
|
2023
Q1 | $258K | Buy |
10,708
+802
| +8% | +$19.3K | ﹤0.01% | 1353 |
|
|
2022
Q4 | $285K | Sell |
9,906
-3,955
| -29% | -$114K | ﹤0.01% | 1295 |
|
|
2022
Q3 | $313K | Buy |
13,861
+3,684
| +36% | +$83.2K | ﹤0.01% | 1237 |
|
|
2022
Q2 | $214K | Buy |
10,177
+3,941
| +63% | +$82.9K | ﹤0.01% | 1365 |
|
|
2022
Q1 | $160K | Sell |
6,236
-1,302
| -17% | -$33.4K | ﹤0.01% | 1520 |
|
|
2021
Q4 | $184K | Buy |
7,538
+1,087
| +17% | +$26.5K | ﹤0.01% | 1475 |
|
|
2021
Q3 | $147K | Buy |
6,451
+2,132
| +49% | +$48.6K | ﹤0.01% | 1463 |
|
|
2021
Q2 | $113K | Buy |
4,319
+170
| +4% | +$4.45K | ﹤0.01% | 1540 |
|
|
2021
Q1 | $111K | Sell |
4,149
-827
| -17% | -$22.1K | ﹤0.01% | 1446 |
|
|
2020
Q4 | $117K | Buy |
4,976
+2,376
| +91% | +$55.9K | ﹤0.01% | 1341 |
|
|
2020
Q3 | $47K | Sell |
2,600
-86
| -3% | -$1.56K | ﹤0.01% | 1525 |
|
|
2020
Q2 | $39K | Sell |
2,686
-867
| -24% | -$12.6K | ﹤0.01% | 1528 |
|
|
2020
Q1 | $49K | Sell |
3,553
-504
| -12% | -$6.95K | ﹤0.01% | 1388 |
|
|
2019
Q4 | $80K | Sell |
4,057
-1,638
| -29% | -$32.3K | ﹤0.01% | 1270 |
|
|
2019
Q3 | $93K | Buy |
5,695
+1,221
| +27% | +$19.9K | ﹤0.01% | 1184 |
|
|
2019
Q2 | $75K | Sell |
4,474
-33,460
| -88% | -$561K | ﹤0.01% | 1240 |
|
|
2019
Q1 | $686K | Buy |
37,934
+33,843
| +827% | +$612K | ﹤0.01% | 527 |
|
|
2018
Q4 | $59K | Sell |
4,091
-3,433
| -46% | -$49.5K | ﹤0.01% | 1179 |
|
|
2018
Q3 | $106K | Buy |
7,524
+4,491
| +148% | +$63.3K | ﹤0.01% | 1026 |
|
|
2018
Q2 | $41K | Buy |
3,033
+1,253
| +70% | +$16.9K | ﹤0.01% | 1322 |
|
|
2018
Q1 | $21K | Buy |
1,780
+346
| +24% | +$4.08K | ﹤0.01% | 1506 |
|
|
2017
Q4 | $15K | Sell |
1,434
-1,256
| -47% | -$13.1K | ﹤0.01% | 1585 |
|
|
2017
Q3 | $29K | Buy |
2,690
+1,345
| +100% | +$14.5K | ﹤0.01% | 1328 |
|
|
2017
Q2 | $14K | Sell |
1,345
-3,332
| -71% | -$34.7K | ﹤0.01% | 1493 |
|
|
2017
Q1 | $52K | Sell |
4,677
-955
| -17% | -$10.6K | ﹤0.01% | 1011 |
|
|
2016
Q4 | $65K | Buy |
+5,632
| New | +$65K | ﹤0.01% | 943 |
|
|
2016
Q3 | – | Sell |
-3,790
| Closed | -$47K | – | 205 |
|
|
2016
Q2 | $47K | Buy |
3,790
+135
| +4% | +$1.67K | ﹤0.01% | 920 |
|
|
2016
Q1 | $43K | Buy |
3,655
+1,855
| +103% | +$21.8K | ﹤0.01% | 939 |
|
|
2015
Q4 | $17K | Sell |
1,800
-170
| -9% | -$1.61K | ﹤0.01% | 1039 |
|
|
2015
Q3 | $19K | Buy |
1,970
+170
| +9% | +$1.64K | ﹤0.01% | 922 |
|
|
2015
Q2 | $24K | Sell |
1,800
-210
| -10% | -$2.8K | ﹤0.01% | 831 |
|
|
2015
Q1 | $26K | Buy |
+2,010
| New | +$26K | ﹤0.01% | 802 |
|
|
2014
Q4 | – | Sell |
-235
| Closed | -$4K | – | 1689 |
|
|
2014
Q3 | $4K | Buy |
+235
| New | +$4K | ﹤0.01% | 1052 |
|
|
2014
Q2 | – | Sell |
-35
| Closed | -$1K | – | 1237 |
|
|
2014
Q1 | $1K | Hold |
35
| – | – | ﹤0.01% | 1189 |
|
|
2013
Q4 | $1K | Hold |
35
| – | – | ﹤0.01% | 1287 |
|
|
2013
Q3 | $0 | Hold |
35
| – | – | ﹤0.01% | 1332 |
|
|
2013
Q2 | $0 | Buy |
+35
| New | – | ﹤0.01% | 1240 |
|