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Virtus Investment Advisers’s AES AES Stock Holding History

Virtus Investment Advisers’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
-9,150
Closed -$184K – 363
2024
Q3 		$184K Buy
+9,150
New +$162K 0.14% 207
2024
Q2 		– Hold
0
– – – 51
2018
Q1 		– Sell
-392,155
Closed -$4.25M – 18
2017
Q4 		$4.25M Sell
392,155
-19,728
-5% -$213K 0.46% 63
2017
Q3 		$4.54M Buy
411,883
+396,836
+2,637% +$4.43M 0.48% 60
2017
Q2 		$167K Sell
15,047
-1,924
-11% -$22.1K 0.02% 439
2017
Q1 		$190K Sell
16,971
-3,159
-16% -$36.1K 0.02% 411
2016
Q4 		$234K Sell
20,130
-65,201
-76% -$765K 0.02% 427
2016
Q3 		$1.1M Buy
+85,331
New +$1.06M 0.07% 285

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Virtus Investment Advisers's AES Position: Q4 2024 in Review

Virtus Investment Advisers sold out of AES (AES) in Q4 2024, closing a stake of 9,150 shares — an estimated $184K sold.

Virtus Investment Advisers first reported a position in AES in Q3 2016 and held it in 7 quarters. The position peaked at $4.54M in Q3 2017. 713 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • Virtus Investment Advisers reported no remaining AES position as of Q4 2024 after selling out during the quarter.
  • Virtus Investment Advisers sold 9,150 AES shares in Q4 2024, an estimated $184K.
  • Virtus Investment Advisers first reported a position in AES in Q3 2016 and held it in 7 quarters.
  • Virtus Investment Advisers's AES position peaked at $4.54M in Q3 2017.
  • 713 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on Virtus Investment Advisers's 13F filing for Q4 2024, filed 14 Feb 2025.