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WR Wealth Planners’s AES AES Stock Holding History

WR Wealth Planners’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 		$36.5K Buy
2,837
+1,369
+93% +$20.4K 0.01% 357
2024
Q3 		$29.4K Buy
1,468
+878
+149% +$15.5K 0.01% 420
2024
Q2 		$10.4K Buy
590
+65
+12% +$1.24K ﹤0.01% 585
2024
Q1 		$9.41K Buy
+525
New +$8.77K ﹤0.01% 612
2023
Q4 		– Sell
-195
Closed -$2.96K – 203
2023
Q3 		$2.96K Hold
195
– – ﹤0.01% 734
2023
Q2 		$4.04K Hold
195
– – ﹤0.01% 707
2023
Q1 		$4.7K Hold
195
– – ﹤0.01% 686
2022
Q4 		$5.61K Hold
195
– – ﹤0.01% 320
2022
Q3 		$4.41K Hold
195
– – ﹤0.01% 322
2022
Q2 		$4.1K Hold
195
– – ﹤0.01% 360
2022
Q1 		$5.02K Buy
+195
New +$4.41K ﹤0.01% 356

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
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
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

WR Wealth Planners's AES Position: Q4 2024 in Review

WR Wealth Planners increased its AES (AES) stake by 93% in Q4 2024, buying an estimated $20.4K and bringing the position to 2,837 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #357.

WR Wealth Planners first reported a position in AES in Q1 2022 and has held it in 11 quarters since. 712 funds tracked by Wall St. Rank hold AES as of Q4 2024.

  • WR Wealth Planners held 2,837 shares of AES worth $36.5K as of Q4 2024.
  • WR Wealth Planners bought 1,369 AES shares in Q4 2024, an estimated $20.4K.
  • AES made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #357 holding.
  • WR Wealth Planners first reported a position in AES in Q1 2022 and has held it in 11 quarters since.
  • 712 funds tracked by Wall St. Rank held AES as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.