Clean Yield Group
AEG icon

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
Q3 		$10.9K Hold
1,259
– – ﹤0.01% 316
2026
Q2 		$10.6K Hold
1,259
– – ﹤0.01% 310
2026
Q1 		$9.14K Hold
1,259
– – ﹤0.01% 305
2025
Q4 		$9.7K 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

ABC Arbitrage
ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
GWI
Grace & White Inc Ny, New York $610M AUM 24.71% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
Quadrant Capital Group
Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return
Transmarket Holdings
Transmarket Holdings Chicago, Illinois $179M AUM 32.06% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Greenleaf Trust
Greenleaf Trust Kalamazoo, Michigan $9.8B AUM 2.94% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

Clean Yield Group's AEG Position: Q3 2026 in Review

Clean Yield Group held its Aegon (AEG) position steady in Q3 2026 at 1,259 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #316.

Clean Yield Group first reported a position in AEG in Q3 2024 and has held it in 9 quarters since. The position peaked at $22.9K in Q3 2024. 104 funds tracked by Wall St. Rank hold AEG as of Q3 2026.

  • Clean Yield Group held 1,259 shares of Aegon worth $10.9K as of Q3 2026.
  • Clean Yield Group left its Aegon share count unchanged in Q3 2026.
  • Aegon made up ﹤0.01% of Clean Yield Group's portfolio in Q3 2026, its #316 holding.
  • Clean Yield Group first reported a position in Aegon in Q3 2024 and has held it in 9 quarters since.
  • Clean Yield Group's Aegon position peaked at $22.9K in Q3 2024.
  • 104 funds tracked by Wall St. Rank held Aegon as of Q3 2026.

Based on Clean Yield Group's 13F filing for Q3 2026, filed 28 Oct 2026.