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Shelton Capital Management’s AES AES Stock Holding History

Shelton Capital 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
2023
Q4 		– Sell
-134,845
Closed -$2.05M – 728
2023
Q3 		$2.05M Buy
134,845
+29,301
+28% +$558K 0.08% 233
2023
Q2 		$2.19M Buy
105,544
+91,977
+678% +$2.03M 0.08% 226
2023
Q1 		$327K Buy
+13,567
New +$345K 0.01% 433
2020
Q4 		– Sell
-242,037
Closed -$4.38M – 729
2020
Q3 		$4.38M Buy
+242,037
New +$4.04M 0.18% 122

Other funds holding AES

Vanguard Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Shelton Capital Management's AES Position: Q4 2023 in Review

Shelton Capital Management sold out of AES (AES) in Q4 2023, closing a stake of 134,845 shares — an estimated $2.05M sold.

Shelton Capital Management first reported a position in AES in Q3 2020 and held it in 4 quarters. The position peaked at $4.38M in Q3 2020. 630 funds tracked by Wall St. Rank hold AES as of Q4 2023.

  • Shelton Capital Management reported no remaining AES position as of Q4 2023 after selling out during the quarter.
  • Shelton Capital Management sold 134,845 AES shares in Q4 2023, an estimated $2.05M.
  • Shelton Capital Management first reported a position in AES in Q3 2020 and held it in 4 quarters.
  • Shelton Capital Management's AES position peaked at $4.38M in Q3 2020.
  • 630 funds tracked by Wall St. Rank held AES as of Q4 2023.

Based on Shelton Capital Management's 13F filing for Q4 2023, filed 14 Feb 2024.