PFS Investments’s AES AES Stock Holding History

PFS 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
2023 Q2	$5.86M	Buy	282,806 +43,163	+18%	+$950K	0.1%	200
2023 Q1	$5.85M	Sell	239,643 -16,059	-6%	-$408K	0.1%	178
2022 Q4	$7.35M	Buy	255,702 +24,775	+11%	+$668K	0.14%	144
2022 Q3	$5.22M	Buy	230,927 +81,449	+54%	+$1.93M	0.09%	170
2022 Q2	$3.14M	Buy	149,478 +37,654	+34%	+$822K	0.06%	236
2022 Q1	$2.88M	Buy	111,824 +71,840	+180%	+$1.62M	0.05%	246
2021 Q4	$972K	Buy	39,984 +24,535	+159%	+$596K	0.02%	341
2021 Q3	$369K	Buy	15,449 +3,413	+28%	+$82.9K	0.01%	358
2021 Q2	$310K	Buy	+12,036	New	+$318K	0.01%	363

Other funds holding AES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PFS Investments's AES Position: Q2 2023 in Review

PFS Investments increased its AES (AES) stake by 18% in Q2 2023, buying an estimated $950K and bringing the position to 282,806 shares worth $5.86M. The position accounts for 0.1% of the portfolio, ranked #200.

PFS Investments first reported a position in AES in Q2 2021 and has held it in 9 quarters since. The position peaked at $7.35M in Q4 2022. 635 funds tracked by Wall St. Rank hold AES as of Q2 2023.

PFS Investments held 282,806 shares of AES worth $5.86M as of Q2 2023.
PFS Investments bought 43,163 AES shares in Q2 2023, an estimated $950K.
AES made up 0.1% of PFS Investments's portfolio in Q2 2023, its #200 holding.
PFS Investments first reported a position in AES in Q2 2021 and has held it in 9 quarters since.
PFS Investments's AES position peaked at $7.35M in Q4 2022.
635 funds tracked by Wall St. Rank held AES as of Q2 2023.

Based on PFS Investments's 13F filing for Q2 2023, filed 14 Aug 2023.