Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.86M Sell
132,033
-172,566
-57% -$2.57M 0.06% 129
2025
Q4
$4.37M Sell
304,599
-6,596
-2% -$93K 0.14% 104
2025
Q3
$4.1M Buy
311,195
+1,400
+0.5% +$18.2K 0.13% 107
2025
Q2
$3.26M Buy
309,795
+17,754
+6% +$190K 0.12% 112
2025
Q1
$3.63M Sell
292,041
-11,839
-4% -$137K 0.14% 106
2024
Q4
$3.91M Sell
303,880
-27,842
-8% -$416K 0.14% 105
2024
Q3
$6.65M Buy
331,722
+14,813
+5% +$262K 0.23% 96
2024
Q2
$5.57M Buy
316,909
+29,177
+10% +$555K 0.2% 98
2024
Q1
$5.16M Buy
287,732
+96,269
+50% +$1.61M 0.19% 102
2023
Q4
$3.69M Buy
191,463
+190,352
+17,133% +$3.1M 0.15% 107
2023
Q3
$16.9K Hold
1,111
﹤0.01% 559
2023
Q2
$23K Hold
1,111
﹤0.01% 549
2023
Q1
$26.8K Hold
1,111
﹤0.01% 517
2022
Q4
$32K Hold
1,111
﹤0.01% 475
2022
Q3
$25K Hold
1,111
﹤0.01% 510
2022
Q2
$23K Hold
1,111
﹤0.01% 530
2022
Q1
$29K Hold
1,111
﹤0.01% 514
2021
Q4
$27K Sell
1,111
-19,826
-95% -$482K ﹤0.01% 524
2021
Q3
$478K Buy
20,937
+19,826
+1,785% +$482K 0.01% 224
2021
Q2
$29K Hold
1,111
﹤0.01% 623
2021
Q1
$30K Hold
1,111
﹤0.01% 608
2020
Q4
$26K Hold
1,111
﹤0.01% 624
2020
Q3
$20K Hold
1,111
﹤0.01% 616
2020
Q2
$16K Hold
1,111
﹤0.01% 586
2020
Q1
$15K Buy
+1,111
New +$19.9K ﹤0.01% 598

Other funds holding AES