Plante Moran Financial Advisors’s AES AES Stock Holding History

Plante Moran Financial 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
2022 Q3	–	Sell	-69	Closed	-$1K	–	842
2022 Q2	$1K	Sell	69 -181	-72%	-$3.95K	﹤0.01%	870
2022 Q1	$6K	Buy	250 +77	+45%	+$1.74K	﹤0.01%	645
2021 Q4	$4K	Buy	+173	New	+$4.21K	﹤0.01%	838
2018 Q3	–	Sell	-333	Closed	-$4K	–	749
2018 Q2	$4K	Buy	333 +104	+45%	+$1.28K	﹤0.01%	647
2018 Q1	$3K	Buy	+229	New	+$2.49K	﹤0.01%	773
2017 Q4	–	Sell	-460	Closed	-$5K	–	874
2017 Q3	$5K	Hold	460	–	–	﹤0.01%	644
2017 Q2	$5K	Buy	460 +164	+55%	+$1.88K	﹤0.01%	658
2017 Q1	$3K	Sell	296 -1,121	-79%	-$12.8K	﹤0.01%	750
2016 Q4	$16K	Sell	1,417 -44	-3%	-$516	0.01%	508
2016 Q3	$19K	Buy	1,461 +1,131	+343%	+$14.1K	0.01%	496
2016 Q2	$4K	Buy	+330	New	+$3.72K	﹤0.01%	664
2016 Q1	–	Sell	-363	Closed	-$3K	–	848
2015 Q4	$3K	Buy	363 +217	+149%	+$2.17K	﹤0.01%	808
2015 Q3	$1K	Sell	146 -157	-52%	-$1.9K	﹤0.01%	676
2015 Q2	$4K	Hold	303	–	–	﹤0.01%	637
2015 Q1	$4K	Hold	303	–	–	﹤0.01%	627
2014 Q4	$4K	Hold	303	–	–	﹤0.01%	682
2014 Q3	$4K	Hold	303	–	–	﹤0.01%	695
2014 Q2	$5K	Buy	+303	New	+$4.35K	﹤0.01%	658

Other funds holding AES

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

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return