OFA
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Oak Family Advisors’s AES AES Stock Holding History

Oak Family Advisors’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
2026
Q1 		$322K Sell
22,842
-7,929
-26% -$118K 0.09% 93
2025
Q4 		$441K Sell
30,771
-15,268
-33% -$215K 0.12% 81
2025
Q3 		$606K Sell
46,039
-292,266
-86% -$3.8M 0.15% 71
2025
Q2 		$3.56M Buy
338,305
+93,440
+38% +$1M 1.12% 32
2025
Q1 		$3.04M Buy
+244,865
New +$2.83M 1.02% 31
2024
Q4 		– Sell
-170,218
Closed -$3.41M – 124
2024
Q3 		$3.41M Buy
170,218
+46,548
+38% +$823K 1.05% 32
2024
Q2 		$2.17M Buy
+123,670
New +$2.35M 0.74% 38
2023
Q3 		– Sell
-14,752
Closed -$306K – 112
2023
Q2 		$306K Sell
14,752
-1,945
-12% -$42.8K 0.14% 90
2023
Q1 		$402K Sell
16,697
-910
-5% -$23.1K 0.2% 83
2022
Q4 		$506K Sell
17,607
-73,185
-81% -$1.97M 0.27% 71
2022
Q3 		$2.05M Sell
90,792
-11,820
-12% -$280K 1.1% 29
2022
Q2 		$2.16M Sell
102,612
-7,137
-7% -$156K 1.08% 26
2022
Q1 		$2.82M Buy
109,749
+100,150
+1,043% +$2.26M 1.1% 20
2021
Q4 		$233K Sell
9,599
-1,594
-14% -$38.7K 0.09% 140
2021
Q3 		$256K Sell
11,193
-1,150
-9% -$27.9K 0.09% 129
2021
Q2 		$322K Buy
12,343
+50
+0.4% +$1.32K 0.13% 79
2021
Q1 		$330K Sell
12,293
-96,471
-89% -$2.57M 0.14% 78
2020
Q4 		$2.56M Buy
+108,764
New +$2.26M 1.32% 15

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return