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Summit Global Investments’s AES AES Stock Holding History

Summit Global Investments’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
-40,670
Closed -$816K – 526
2024
Q3 		$816K Buy
+40,670
New +$719K 0.05% 269
2023
Q2 		– Sell
-102,907
Closed -$2.48M – 522
2023
Q1 		$2.48M Buy
102,907
+1,768
+2% +$44.9K 0.19% 114
2022
Q4 		$2.91M Sell
101,139
-944
-0.9% -$25.4K 0.25% 107
2022
Q3 		$2.31M Buy
102,083
+1,073
+1% +$25.4K 0.21% 115
2022
Q2 		$2.12M Buy
101,010
+1,467
+1% +$32K 0.19% 123
2022
Q1 		$2.56M Buy
99,543
+100
+0.1% +$2.26K 0.19% 122
2021
Q4 		$2.42M Buy
+99,443
New +$2.42M 0.16% 129
2018
Q4 		– Sell
-105,995
Closed -$1.48M – 253
2018
Q3 		$1.48M Sell
105,995
-45
-0% -$606 0.2% 85
2018
Q2 		$1.42M Buy
+106,040
New +$1.31M 0.21% 84

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 $3.38T AUM 44.17% 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

Summit Global Investments's AES Position: Q4 2024 in Review

Summit Global Investments sold out of AES (AES) in Q4 2024, closing a stake of 40,670 shares — an estimated $816K sold.

Summit Global Investments first reported a position in AES in Q2 2018 and held it in 9 quarters. The position peaked at $2.91M in Q4 2022. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Summit Global Investments reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 40,670 AES shares in Q4 2024, an estimated $816K.
  • Summit Global Investments first reported a position in AES in Q2 2018 and held it in 9 quarters.
  • Summit Global Investments's AES position peaked at $2.91M in Q4 2022.
  • 713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.