Tortoise Investment Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84 | Buy |
+8
| New | +$84 | ﹤0.01% | 1268 |
|
|
2020
Q2 | – | Sell |
-248
| Closed | -$3K | – | 497 |
|
|
2020
Q1 | $3K | Hold |
248
| – | – | ﹤0.01% | 449 |
|
|
2019
Q4 | $5K | Hold |
248
| – | – | ﹤0.01% | 474 |
|
|
2019
Q3 | $4K | Hold |
248
| – | – | ﹤0.01% | 480 |
|
|
2019
Q2 | $4K | Hold |
248
| – | – | ﹤0.01% | 504 |
|
|
2019
Q1 | $4K | Buy |
+248
| New | +$4K | ﹤0.01% | 491 |
|
|
2015
Q1 | – | Sell |
-2,200
| Closed | -$30K | – | 413 |
|
|
2014
Q4 | $30K | Hold |
2,200
| – | – | 0.01% | 249 |
|
|
2014
Q3 | $31K | Hold |
2,200
| – | – | 0.01% | 239 |
|
|
2014
Q2 | $34K | Hold |
2,200
| – | – | 0.01% | 238 |
|
|
2014
Q1 | $31K | Hold |
2,200
| – | – | 0.01% | 211 |
|
|
2013
Q4 | $32K | Hold |
2,200
| – | – | 0.02% | 197 |
|
|
2013
Q3 | $29K | Hold |
2,200
| – | – | 0.02% | 182 |
|
|
2013
Q2 | $26K | Buy |
+2,200
| New | +$26K | 0.02% | 181 |
|