Clean Yield Group’s Aegon AEG Stock Holding History

Clean Yield Group’s Portfolio AEG Stock Details AEG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$10.6K	Hold	1,259	–	–	﹤0.01%	310
2026 Q1	$9.14K	Hold	1,259	–	–	﹤0.01%	305
2025 Q4	$9.71K	Hold	1,259	–	–	﹤0.01%	318
2025 Q3	$10.1K	Hold	1,259	–	–	﹤0.01%	313
2025 Q2	$9.12K	Hold	1,259	–	–	﹤0.01%	306
2025 Q1	$8.3K	Sell	1,259 -2,317	-65%	-$14.8K	﹤0.01%	321
2024 Q4	$21.1K	Hold	3,576	–	–	0.01%	292
2024 Q3	$22.9K	Buy	+3,576	New	+$22.1K	0.01%	285

Other funds holding AEG

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

QCM

Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Clean Yield Group's AEG Position: Q2 2026 in Review

Clean Yield Group held its Aegon (AEG) position steady in Q2 2026 at 1,259 shares worth $10.6K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Clean Yield Group first reported a position in AEG in Q3 2024 and has held it in 8 quarters since. The position peaked at $22.9K in Q3 2024. 309 funds tracked by Wall St. Rank hold AEG as of Q2 2026.

Clean Yield Group held 1,259 shares of Aegon worth $10.6K as of Q2 2026.
Clean Yield Group left its Aegon share count unchanged in Q2 2026.
Aegon made up ﹤0.01% of Clean Yield Group's portfolio in Q2 2026, its #310 holding.
Clean Yield Group first reported a position in Aegon in Q3 2024 and has held it in 8 quarters since.
Clean Yield Group's Aegon position peaked at $22.9K in Q3 2024.
309 funds tracked by Wall St. Rank held Aegon as of Q2 2026.

Based on Clean Yield Group's 13F filing for Q2 2026, filed 5 Aug 2026.