Sowell Financial Services’s AES AES Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-17,250	Closed	-$309K	–	522
2024 Q1	$309K	Buy	17,250 +901	+6%	+$15.1K	0.01%	510
2023 Q4	$315K	Sell	16,349 -4,627	-22%	-$75.3K	0.02%	491
2023 Q3	$319K	Buy	20,976 +2,666	+15%	+$50.8K	0.02%	453
2023 Q2	$379K	Buy	18,310 +4,861	+36%	+$107K	0.02%	489
2023 Q1	$324K	Sell	13,449 -5,828	-30%	-$148K	0.03%	534
2022 Q4	$554K	Buy	19,277 +184	+1%	+$4.96K	0.04%	413
2022 Q3	$431K	Sell	19,093 -174	-0.9%	-$4.13K	0.04%	334
2022 Q2	$405K	Buy	+19,267	New	+$420K	0.04%	237
2022 Q1	–	Sell	-26,657	Closed	-$648K	–	178
2021 Q4	$648K	Buy	26,657 +13,323	+100%	+$324K	0.04%	398
2021 Q3	$304K	Sell	13,334 -511	-4%	-$12.4K	0.02%	446
2021 Q2	$361K	Sell	13,845 -2,283	-14%	-$60.3K	0.02%	454
2021 Q1	$410K	Buy	16,128 +1,148	+8%	+$30.5K	0.01%	723
2020 Q4	$352K	Buy	14,980 +12,916	+626%	+$268K	0.02%	634
2020 Q3	$37K	Sell	2,064 -391	-16%	-$6.53K	﹤0.01%	1312
2020 Q2	$36K	Sell	2,455 -16,377	-87%	-$215K	﹤0.01%	1272
2020 Q1	$256K	Buy	18,832 +10,515	+126%	+$188K	0.02%	591
2019 Q4	$166K	Sell	8,317 -26	-0.3%	-$465	0.01%	772
2019 Q3	$136K	Buy	+8,343	New	+$134K	0.01%	747

Other funds holding AES

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

Capital International Investors

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

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

Capital World Investors

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

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return