Trust Company of Vermont’s AES AES Stock Holding History

Trust Company of Vermont’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
2025 Q4	$6.34K	Buy	+442	New	+$6.23K	﹤0.01%	905
2024 Q4	–	Sell	-250	Closed	-$5.01K	–	1052
2024 Q3	$5.01K	Hold	250	–	–	﹤0.01%	837
2024 Q2	$4.39K	Hold	250	–	–	﹤0.01%	762
2024 Q1	$4.48K	Buy	+250	New	+$4.18K	﹤0.01%	748
2021 Q1	–	Sell	-378	Closed	-$9K	–	756
2020 Q4	$9K	Buy	+378	New	+$7.86K	﹤0.01%	633
2020 Q2	–	Sell	-170	Closed	-$2K	–	758
2020 Q1	$2K	Hold	170	–	–	﹤0.01%	814
2019 Q4	$3K	Hold	170	–	–	﹤0.01%	819
2019 Q3	$3K	Hold	170	–	–	﹤0.01%	869
2019 Q2	$3K	Hold	170	–	–	﹤0.01%	882
2019 Q1	$3K	Sell	170 -170	-50%	-$2.86K	﹤0.01%	835
2018 Q4	$5K	Sell	340 -300	-47%	-$4.5K	﹤0.01%	823
2018 Q3	$9K	Hold	640	–	–	﹤0.01%	823
2018 Q2	$9K	Buy	+640	New	+$7.88K	﹤0.01%	842
2015 Q1	–	Sell	-133	Closed	-$2K	–	771
2014 Q4	$2K	Hold	133	–	–	﹤0.01%	776
2014 Q3	$2K	Hold	133	–	–	﹤0.01%	772
2014 Q2	$2K	Buy	+133	New	+$1.91K	﹤0.01%	711

Other funds holding AES

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors

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