Secure Asset Management’s AES AES Stock Holding History

Secure Asset Management’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	-85,940	Closed	-$1.72M	–	321
2024 Q3	$1.72M	Buy	+85,940	New	+$1.52M	0.29%	83

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

OAG

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

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

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

Secure Asset Management's AES Position: Q4 2024 in Review

Secure Asset Management sold out of AES (AES) in Q4 2024, closing a stake of 85,940 shares — an estimated $1.72M sold.

Secure Asset Management first reported a position in AES in Q3 2024 and held it in 1 quarter. The position peaked at $1.72M in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

Secure Asset Management reported no remaining AES position as of Q4 2024 after selling out during the quarter.
Secure Asset Management sold 85,940 AES shares in Q4 2024, an estimated $1.72M.
Secure Asset Management first reported a position in AES in Q3 2024 and held it in 1 quarter.
Secure Asset Management's AES position peaked at $1.72M in Q3 2024.
711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Secure Asset Management's 13F filing for Q4 2024, filed 17 Jan 2025.