Carson Advisory Inc. AES Holdings History

Number of Shares
142,900.00
Current Holdings Value*
$1.77 Mil
% of Portfolio
1.2%
Total Estimate Gain
$250,075.00
% of Total Estimate Gain
15.13%

Carson Advisory Inc.'s The AES Corp Holding Summary

As of 2025-03-31, Carson Advisory Inc. held 142,900.00 shares of The AES Corp(AES), totaling $1.77 Mil. This investment constitutes 1.2% of their stock portfolio, and Carson Advisory Inc. now holds 0.02% of the outstanding The AES Corp(AES) stock.

The initial trade took place in 2025Q1. And since then Carson Advisory Inc. has made 1 purchases of AES, at an average price of $11.57, for a total of 142,900.00 shares. Based on historical transaction data and AES's current price of $13.32, Carson Advisory Inc.'s estimated gain on his AES holdings is $250,075.00, reflecting a 15.13% gain to date.

Carson Advisory Inc. AES ($13.32) Holding Chart

Carson Advisory Inc. AES ($13.32) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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