Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-139,278
Closed -$1.73M 254
2025
Q1
$1.73M Buy
+139,278
New +$1.61M 0.4% 111
2024
Q3
Sell
-136,303
Closed -$2.39M 234
2024
Q2
$2.39M Buy
136,303
+71,048
+109% +$1.35M 0.83% 8
2024
Q1
$1.17M Buy
+65,255
New +$1.09M 0.71% 55
2023
Q4
Sell
-12,658
Closed -$192K 218
2023
Q3
$192K Buy
+12,658
New +$241K 0.09% 296
2021
Q4
Sell
-44,276
Closed -$1.07M 453
2021
Q3
$1.07M Buy
+44,276
New +$1.08M 0.3% 123
2020
Q3
Sell
-47,129
Closed -$692K 374
2020
Q2
$692K Buy
+47,129
New +$619K 0.17% 198
2020
Q1
Sell
-28,000
Closed -$561K 297
2019
Q4
$561K Buy
+28,000
New +$501K 0.15% 224
2017
Q3
Sell
-26,463
Closed -$294K 302
2017
Q2
$294K Buy
26,463
+5,853
+28% +$67.2K 0.16% 230
2017
Q1
$230 Buy
+20,610
New +$235K 0.13% 255

Other funds holding AES