Rockland Trust’s AES AES Stock Holding History

Rockland Trust’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
2025 Q2	–	Sell	-16,010	Closed	-$199K	–	262
2025 Q1	$199K	Hold	16,010	–	–	0.01%	272
2024 Q4	$206K	Buy	16,010 +1,110	+7%	+$16.6K	0.01%	271
2024 Q3	$299K	Buy	14,900 +2,505	+20%	+$44.3K	0.01%	238
2024 Q2	$218K	Buy	12,395 +1,700	+16%	+$32.3K	0.01%	280
2024 Q1	$192K	Hold	10,695	–	–	0.01%	291
2023 Q4	$206K	Hold	10,695	–	–	0.01%	284
2023 Q3	$163K	Hold	10,695	–	–	0.01%	283
2023 Q2	$222K	Hold	10,695	–	–	0.01%	277
2023 Q1	$258K	Hold	10,695	–	–	0.02%	259
2022 Q4	$308K	Hold	10,695	–	–	0.02%	238
2022 Q3	$242K	Hold	10,695	–	–	0.02%	244
2022 Q2	$225K	Hold	10,695	–	–	0.02%	267
2022 Q1	$275K	Buy	+10,695	New	+$242K	0.02%	275

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital International Investors

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