Personal Capital Advisors’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $66M | Buy |
2,293,446
+26,017
| +1% | +$701K | 0.32% | 71 |
|
|
2022
Q3 | $51.2M | Buy |
2,267,429
+50,446
| +2% | +$1.2M | 0.28% | 84 |
|
|
2022
Q2 | $46.6M | Buy |
2,216,983
+160,528
| +8% | +$3.5M | 0.24% | 95 |
|
|
2022
Q1 | $52.9M | Sell |
2,056,455
-20,619
| -1% | -$466K | 0.25% | 98 |
|
|
2021
Q4 | $50.6M | Buy |
2,077,074
+93,900
| +5% | +$2.28M | 0.23% | 103 |
|
|
2021
Q3 | $45.3M | Sell |
1,983,174
-239,230
| -11% | -$5.81M | 0.23% | 100 |
|
|
2021
Q2 | $57.9M | Sell |
2,222,404
-58,187
| -3% | -$1.54M | 0.3% | 80 |
|
|
2021
Q1 | $61.1M | Buy |
2,280,591
+59,687
| +3% | +$1.59M | 0.35% | 63 |
|
|
2020
Q4 | $52.2M | Buy |
2,220,904
+54,898
| +3% | +$1.14M | 0.33% | 70 |
|
|
2020
Q3 | $39.2M | Buy |
2,166,006
+78,120
| +4% | +$1.31M | 0.3% | 83 |
|
|
2020
Q2 | $30.3M | Buy |
2,087,886
+79,506
| +4% | +$1.04M | 0.25% | 93 |
|
|
2020
Q1 | $25.5M | Buy |
2,008,380
+48,862
| +2% | +$876K | 0.25% | 92 |
|
|
2019
Q4 | $39M | Buy |
1,959,518
+92,419
| +5% | +$1.65M | 0.33% | 79 |
|
|
2019
Q3 | $30.5M | Buy |
1,867,099
+98,501
| +6% | +$1.59M | 0.29% | 92 |
|
|
2019
Q2 | $29.6M | Sell |
1,768,598
-46,101
| -3% | -$781K | 0.3% | 85 |
|
|
2019
Q1 | $32.8M | Buy |
1,814,699
+27,733
| +2% | +$466K | 0.37% | 72 |
|
|
2018
Q4 | $25.8M | Sell |
1,786,966
-141,500
| -7% | -$2.12M | 0.35% | 72 |
|
|
2018
Q3 | $27M | Buy |
1,928,466
+86,845
| +5% | +$1.17M | 0.35% | 77 |
|
|
2018
Q2 | $24.7M | Buy |
1,841,621
+124,949
| +7% | +$1.54M | 0.35% | 81 |
|
|
2018
Q1 | $19.5M | Buy |
1,716,672
+231,881
| +16% | +$2.52M | 0.3% | 85 |
|
|
2017
Q4 | $16.1M | Buy |
1,484,791
+91,926
| +7% | +$994K | 0.27% | 90 |
|
|
2017
Q3 | $15.3M | Buy |
1,392,865
+71,677
| +5% | +$800K | 0.3% | 85 |
|
|
2017
Q2 | $14.7M | Sell |
1,321,188
-960,541
| -42% | -$11M | 0.32% | 83 |
|
|
2017
Q1 | $25.7M | Buy |
2,281,729
+252,706
| +12% | +$2.89M | 0.65% | 49 |
|
|
2016
Q4 | $23.6M | Buy |
2,029,023
+196,807
| +11% | +$2.31M | 0.7% | 45 |
|
|
2016
Q3 | $23.6M | Buy |
1,832,216
+187,530
| +11% | +$2.34M | 0.8% | 20 |
|
|
2016
Q2 | $20.5M | Buy |
1,644,686
+167,691
| +11% | +$1.89M | 0.79% | 27 |
|
|
2016
Q1 | $17.4M | Buy |
1,476,995
+578,831
| +64% | +$5.76M | 0.8% | 28 |
|
|
2015
Q4 | $8.6M | Sell |
898,164
-56,542
| -6% | -$567K | 0.47% | 72 |
|
|
2015
Q3 | $9.35M | Buy |
954,706
+141,181
| +17% | +$1.7M | 0.61% | 57 |
|
|
2015
Q2 | $10.9M | Buy |
813,525
+113,893
| +16% | +$1.53M | 0.75% | 39 |
|
|
2015
Q1 | $8.99M | Buy |
699,632
+168,490
| +32% | +$2.11M | 0.73% | 52 |
|
|
2014
Q4 | $7.31M | Buy |
531,142
+110,535
| +26% | +$1.51M | 0.75% | 50 |
|
|
2014
Q3 | $5.96M | Buy |
420,607
+88,437
| +27% | +$1.32M | 0.77% | 51 |
|
|
2014
Q2 | $5.17M | Buy |
332,170
+80,811
| +32% | +$1.16M | 0.86% | 31 |
|
|
2014
Q1 | $3.59M | Buy |
251,359
+69,402
| +38% | +$979K | 0.81% | 52 |
|
|
2013
Q4 | $2.64M | Buy |
+181,957
| New | +$2.59M | 0.84% | 50 |
|
Other funds holding AES
OAG
