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Schubert & Co’s AES AES Stock Holding History

Schubert & Co’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
2024
Q4 		– Sell
-19,432
Closed -$390K – 59
2024
Q3 		$390K Buy
+19,432
New +$344K 0.28% 39
2023
Q2 		– Sell
-132
Closed -$3.18K – 68
2023
Q1 		$3.18K Sell
132
-53
-29% -$1.35K ﹤0.01% 679
2022
Q4 		$5.32K Buy
185
+21
+13% +$566 ﹤0.01% 410
2022
Q3 		$4K Buy
164
+59
+56% +$1.4K ﹤0.01% 446
2022
Q2 		$2K Buy
105
+75
+250% +$1.64K ﹤0.01% 692
2022
Q1 		$1K Sell
30
-5
-14% -$113 ﹤0.01% 541
2021
Q4 		$1K Buy
+35
New +$851 ﹤0.01% 498

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Schubert & Co's AES Position: Q4 2024 in Review

Schubert & Co sold out of AES (AES) in Q4 2024, closing a stake of 19,432 shares — an estimated $390K sold.

Schubert & Co first reported a position in AES in Q4 2021 and held it in 7 quarters. The position peaked at $390K in Q3 2024. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Schubert & Co reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Schubert & Co sold 19,432 AES shares in Q4 2024, an estimated $390K.
  • Schubert & Co first reported a position in AES in Q4 2021 and held it in 7 quarters.
  • Schubert & Co's AES position peaked at $390K in Q3 2024.
  • 713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Schubert & Co's 13F filing for Q4 2024, filed 31 Jan 2025.