Number of Shares
338,305.00
Current Holdings Value*
$3.56 Mil
% of Portfolio
1.12%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
8.77%

OAK FAMILY ADVISORS, LLC's The AES Corp Holding Summary

As of 2025-06-30, OAK FAMILY ADVISORS, LLC held 338,305.00 shares of The AES Corp(AES), totaling $3.56 Mil. This investment constitutes 1.12% of their stock portfolio, and OAK FAMILY ADVISORS, LLC now holds 0.05% of the outstanding The AES Corp(AES) stock.

The initial trade took place in 2020Q4. And since then OAK FAMILY ADVISORS, LLC has made 6 purchases of AES, at an average price of $16.08, for a total of 717,487.00 shares. In addition, there have been 10 sales at an average price of $20.89 for 379,182.00 shares. Based on historical transaction data and AES's current price of $13.69, OAK FAMILY ADVISORS, LLC's estimated gain on his AES holdings is $1.01 Mil, reflecting a 8.77% gain to date.

OAK FAMILY ADVISORS, LLC AES ($13.69) Holding Chart

OAK FAMILY ADVISORS, LLC AES ($13.69) 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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