BFSG LLC
AES icon

BFSG LLC’s AES AES Stock Holding History

BFSG LLC’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
2026
Q3 		$716 Buy
+48
New +$709 ﹤0.01% 873
2019
Q2 		– Sell
-28,211
Closed -$510K – 127
2019
Q1 		$510K Buy
+28,211
New +$474K 0.19% 97

Other funds holding AES

New York State Teachers Retirement System (NYSTRS)
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ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
LMCG Investments
LMCG Investments Boston, Massachusetts $1.86B AUM 40.01% 1-Year Est. Return
Tokio Marine Asset Management
Tokio Marine Asset Management Tokyo, Japan $3.37B AUM 31.99% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
TritonPoint Wealth
TritonPoint Wealth Chevy Chase, Maryland $1.01B AUM 25.82% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

BFSG LLC's AES Position: Q3 2026 in Review

BFSG LLC opened a new position in AES (AES) in Q3 2026: 48 shares worth $716. The stake represents ﹤0.01% of the portfolio and ranks #873 among its holdings. This is a return to the name: BFSG LLC previously reported a position in AES as recently as Q1 2019.

BFSG LLC first reported a position in AES in Q1 2019 and has held it in 2 quarters since. The position peaked at $510K in Q1 2019. 208 funds tracked by Wall St. Rank hold AES as of Q3 2026.

  • BFSG LLC held 48 shares of AES worth $716 as of Q3 2026.
  • AES was a new BFSG LLC position in Q3 2026.
  • AES made up ﹤0.01% of BFSG LLC's portfolio in Q3 2026, its #873 holding.
  • BFSG LLC first reported a position in AES in Q1 2019 and has held it in 2 quarters since.
  • BFSG LLC's AES position peaked at $510K in Q1 2019.
  • 208 funds tracked by Wall St. Rank held AES as of Q3 2026.

Based on BFSG LLC's 13F filing for Q3 2026, filed 30 Oct 2026.