Wright Investors Service’s AES AES Stock Holding History

Wright Investors Service’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
2023 Q1	–	Sell	-17,749	Closed	-$510K	–	149
2022 Q4	$510K	Hold	17,749	–	–	0.15%	120
2022 Q3	$401K	Buy	17,749 +5	+0%	+$119	0.13%	124
2022 Q2	$373K	Buy	+17,744	New	+$387K	0.11%	136
2021 Q3	–	Sell	-32,377	Closed	-$844K	–	145
2021 Q2	$844K	Sell	32,377 -113	-0.3%	-$2.98K	0.23%	104
2021 Q1	$871K	Sell	32,490 -133	-0.4%	-$3.54K	0.26%	102
2020 Q4	$767K	Sell	32,623 -25,773	-44%	-$536K	0.26%	100
2020 Q3	$1.06M	Hold	58,396	–	–	0.38%	74
2020 Q2	$846K	Sell	58,396 -416	-0.7%	-$5.47K	0.32%	83
2020 Q1	$800K	Sell	58,812 -571	-1%	-$10.2K	0.34%	77
2019 Q4	$1.18M	Sell	59,383 -577	-1%	-$10.3K	0.4%	74
2019 Q3	$980K	Sell	59,960 -368	-0.6%	-$5.93K	0.35%	75
2019 Q2	$1.01M	Buy	60,328 +17,846	+42%	+$302K	0.39%	74
2019 Q1	$768K	Buy	+42,482	New	+$714K	0.31%	82

Other funds holding AES

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

Capital World Investors

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

Capital International Investors

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

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

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

Fidelity Investments

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

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

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

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management

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