Wellington Shields Capital Management’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $310K | Sell |
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|
2025
Q1 | $376K | Hold |
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|
2024
Q4 | $390K | Sell |
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|
2024
Q3 | $908K | Hold |
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|
2024
Q2 | $795K | Buy |
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|
2024
Q1 | $482K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $82.9K | Hold |
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|
2023
Q1 | $96.3K | Hold |
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|
2022
Q4 | $115K | Hold |
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|
2022
Q3 | $90K | Hold |
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|
2022
Q2 | $84K | Hold |
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|
2022
Q1 | $103K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $3.17M | Sell |
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|
2019
Q4 | $4.65M | Hold |
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|
2019
Q3 | $3.82M | Buy |
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|
2019
Q2 | $3.89M | Sell |
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|
2019
Q1 | $4.35M | Sell |
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|
2018
Q4 | $3.69M | Buy |
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|
2018
Q3 | $2.82M | Hold |
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|
2018
Q2 | $2.7M | Buy |
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|
2018
Q1 | $2.07M | Buy |
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|
2017
Q4 | $1.69M | Buy |
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