West Branch Capital’s AES AES Stock Holding History

West Branch Capital’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	-10	Closed	-$201	–	548
2024 Q3	$201	Buy	+10	New	+$177	﹤0.01%	465

Other funds holding AES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

OAG

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

West Branch Capital's AES Position: Q4 2024 in Review

West Branch Capital sold out of AES (AES) in Q4 2024, closing a stake of 10 shares — an estimated $201 sold.

West Branch Capital first reported a position in AES in Q3 2024 and held it in 1 quarter. The position peaked at $201 in Q3 2024. 711 funds tracked by Wall St. Rank hold AES as of Q4 2024.

West Branch Capital reported no remaining AES position as of Q4 2024 after selling out during the quarter.
West Branch Capital sold 10 AES shares in Q4 2024, an estimated $201.
West Branch Capital first reported a position in AES in Q3 2024 and held it in 1 quarter.
West Branch Capital's AES position peaked at $201 in Q3 2024.
711 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.