SGI
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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 $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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return