Sutton Wealth Advisors’s AES AES Stock Holding History

Sutton Wealth Advisors’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 Q3	$4.79K	Buy	315 +23	+8%	+$438	﹤0.01%	592
2023 Q2	$6.05K	Buy	292 +79	+37%	+$1.74K	﹤0.01%	532
2023 Q1	$5.13K	Sell	213 -418	-66%	-$10.6K	﹤0.01%	520
2022 Q4	$18.1K	Buy	631 +26	+4%	+$701	0.01%	728
2022 Q3	$13.7K	Buy	605 +12	+2%	+$285	0.01%	792
2022 Q2	$12.5K	Buy	593 +34	+6%	+$742	﹤0.01%	829
2022 Q1	$14.4K	Buy	559 +15	+3%	+$339	0.01%	833
2021 Q4	$13.2K	Sell	544 -12	-2%	-$292	﹤0.01%	840
2021 Q3	$12.7K	Hold	556	–	–	﹤0.01%	829
2021 Q2	$14.5K	Sell	556 -55	-9%	-$1.45K	0.01%	797
2021 Q1	$16.4K	Buy	611 +67	+12%	+$1.78K	0.01%	732
2020 Q4	$12.8K	Buy	544 +24	+5%	+$499	0.01%	746
2020 Q3	$9.42K	Hold	520	–	–	﹤0.01%	756
2020 Q2	$7.54K	Buy	520 +30	+6%	+$394	﹤0.01%	775
2020 Q1	$6.66K	Hold	490	–	–	﹤0.01%	762
2019 Q4	$9.75K	Hold	490	–	–	0.01%	827
2019 Q3	$8.01K	Hold	490	–	–	﹤0.01%	853
2019 Q2	$8.21K	Hold	490	–	–	﹤0.01%	823
2019 Q1	$8.86K	Hold	490	–	–	0.01%	814
2018 Q4	$7.08K	Hold	490	–	–	﹤0.01%	820
2018 Q3	$6.86K	Hold	490	–	–	﹤0.01%	852
2018 Q2	$6.57K	Sell	490 -97	-17%	-$1.19K	﹤0.01%	894
2018 Q1	$6.67K	Sell	587 -38	-6%	-$413	﹤0.01%	888
2017 Q4	$6.77K	Hold	625	–	–	0.01%	846
2017 Q3	$6.89K	Hold	625	–	–	0.01%	832
2017 Q2	$6.94K	Buy	625 +64	+11%	+$735	0.01%	824
2017 Q1	$6.27K	Hold	561	–	–	0.01%	818
2016 Q4	$6.52K	Sell	561 -3	-0.5%	-$35	0.01%	796
2016 Q3	$7.25K	Hold	564	–	–	0.01%	752
2016 Q2	$7.04K	Hold	564	–	–	0.01%	709
2016 Q1	$6.66K	Buy	+564	New	+$5.62K	0.01%	684

Other funds holding AES

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

OAG

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Sutton Wealth Advisors's AES Position: Q3 2023 in Review

Sutton Wealth Advisors increased its AES (AES) stake by 7.9% in Q3 2023, buying an estimated $438 and bringing the position to 315 shares worth $4.79K. The position accounts for ﹤0.01% of the portfolio, ranked #592.

Sutton Wealth Advisors first reported a position in AES in Q1 2016 and has held it in 31 quarters since. The position peaked at $18.1K in Q4 2022. 618 funds tracked by Wall St. Rank hold AES as of Q3 2023.

Sutton Wealth Advisors held 315 shares of AES worth $4.79K as of Q3 2023.
Sutton Wealth Advisors bought 23 AES shares in Q3 2023, an estimated $438.
AES made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #592 holding.
Sutton Wealth Advisors first reported a position in AES in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's AES position peaked at $18.1K in Q4 2022.
618 funds tracked by Wall St. Rank held AES as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.