Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$666K Sell
47,252
-70,773
-60% -$1.05M ﹤0.01% 1909
2025
Q4
$1.69M Sell
118,025
-11,082
-9% -$156K ﹤0.01% 1390
2025
Q3
$1.7M Sell
129,107
-10,841
-8% -$141K ﹤0.01% 1414
2025
Q2
$1.47M Buy
139,948
+67,009
+92% +$717K ﹤0.01% 1426
2025
Q1
$906K Sell
72,939
-4,509
-6% -$52.2K ﹤0.01% 1568
2024
Q4
$997K Sell
77,448
-34,669
-31% -$518K ﹤0.01% 1552
2024
Q3
$2.25M Sell
112,117
-7,094
-6% -$125K ﹤0.01% 1189
2024
Q2
$2.09M Sell
119,211
-35
-0% -$665 ﹤0.01% 1250
2024
Q1
$2.14M Sell
119,246
-130,965
-52% -$2.19M ﹤0.01% 1253
2023
Q4
$4.82M Sell
250,211
-31,694
-11% -$516K 0.01% 877
2023
Q3
$4.28M Sell
281,905
-114,156
-29% -$2.17M 0.01% 894
2023
Q2
$8.21M Sell
396,061
-1,863,587
-82% -$41M 0.01% 655
2023
Q1
$54.4M Buy
2,259,648
+185,594
+9% +$4.72M 0.09% 204
2022
Q4
$59.6M Buy
2,074,054
+251,879
+14% +$6.79M 0.1% 184
2022
Q3
$41.2M Buy
1,822,175
+1,777,438
+3,973% +$42.1M 0.08% 229
2022
Q2
$941K Sell
44,737
-1,332
-3% -$29.1K ﹤0.01% 1570
2022
Q1
$1.19M Sell
46,069
-30,658
-40% -$693K ﹤0.01% 1548
2021
Q4
$1.86M Sell
76,727
-28,529
-27% -$693K ﹤0.01% 1327
2021
Q3
$2.4M Sell
105,256
-708
-0.7% -$17.2K ﹤0.01% 1185
2021
Q2
$2.76M Buy
105,964
+3,470
+3% +$91.6K ﹤0.01% 1132
2021
Q1
$2.75M Sell
102,494
-140,023
-58% -$3.72M ﹤0.01% 1098
2020
Q4
$5.7M Buy
242,517
+66,560
+38% +$1.38M 0.01% 767
2020
Q3
$3.19M Buy
175,957
+59,005
+50% +$986K 0.01% 898
2020
Q2
$1.7M Sell
116,952
-49,819
-30% -$655K ﹤0.01% 1100
2020
Q1
$2.27M Sell
166,771
-7,775
-4% -$139K 0.01% 931
2019
Q4
$3.48M Buy
174,546
+155,139
+799% +$2.78M 0.01% 896
2019
Q3
$317K Sell
19,407
-4,772
-20% -$76.9K 0.01% 663
2019
Q2
$405K Sell
24,179
-15,790
-40% -$267K 0.01% 617
2019
Q1
$723K Sell
39,969
-21,492
-35% -$361K 0.01% 512
2018
Q4
$889K Sell
61,461
-59,562
-49% -$894K 0.02% 468
2018
Q3
$1.7M Sell
121,023
-6,188
-5% -$83.3K 0.03% 393
2018
Q2
$1.71M Sell
127,211
-6,741
-5% -$83K 0.03% 387
2018
Q1
$1.52M Buy
133,952
+15,155
+13% +$165K 0.03% 409
2017
Q4
$1.29M Buy
118,797
+2,914
+3% +$31.5K 0.02% 445
2017
Q3
$1.28M Buy
115,883
+7,766
+7% +$86.7K 0.02% 433
2017
Q2
$1.2M Buy
108,117
+27,253
+34% +$313K 0.02% 441
2017
Q1
$904K Buy
80,864
+48,240
+148% +$551K 0.02% 484
2016
Q4
$379K Buy
32,624
+7,525
+30% +$88.3K 0.01% 642
2016
Q3
$322K Buy
25,099
+836
+3% +$10.4K 0.01% 678
2016
Q2
$302K Buy
24,263
+1,034
+4% +$11.7K 0.01% 683
2016
Q1
$274K Sell
23,229
-1,007
-4% -$10K 0.01% 658
2015
Q4
$232K Buy
24,236
+589
+2% +$5.9K 0.01% 693
2015
Q3
$232K Buy
23,647
+176
+0.7% +$2.13K 0.01% 718
2015
Q2
$311K Sell
23,471
-3,314
-12% -$44.5K 0.01% 647
2015
Q1
$345K Buy
26,785
+547
+2% +$6.85K 0.01% 621
2014
Q4
$361K Buy
26,238
+2,847
+12% +$38.9K 0.01% 576
2014
Q3
$332K Buy
23,391
+974
+4% +$14.5K 0.01% 595
2014
Q2
$349K Buy
22,417
+3,672
+20% +$52.7K 0.01% 597
2014
Q1
$268K Buy
+18,745
New +$264K 0.01% 663

Other funds holding AES