EPG
AEC

Estate Planners Group’s Anfield Energy AEC Stock Holding History

Estate Planners Group’s Portfolio AEC Stock Details AEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-250
Closed -$1.28K – 461
2025
Q4 		$1.28K Buy
+250
New +$1.77K ﹤0.01% 415

Other funds holding AEC

Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $83.9B AUM 60.43% 1-Year Est. Return
VA
Vident Advisory Alpharetta, Georgia $13.9B AUM 53.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EA
Extract Advisors Calabasas, California $358M AUM
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $20.5B AUM 24.45% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
CH
Canton Hathaway Providence, Rhode Island $522M AUM 25.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Estate Planners Group's AEC Position: Q1 2026 in Review

Estate Planners Group sold out of Anfield Energy (AEC) in Q1 2026, closing a stake of 250 shares — an estimated $1.28K sold.

Estate Planners Group first reported a position in AEC in Q4 2025 and held it in 1 quarter. The position peaked at $1.28K in Q4 2025. 27 funds tracked by Wall St. Rank hold AEC as of Q1 2026.

  • Estate Planners Group reported no remaining Anfield Energy position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 250 Anfield Energy shares in Q1 2026, an estimated $1.28K.
  • Estate Planners Group first reported a position in Anfield Energy in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Anfield Energy position peaked at $1.28K in Q4 2025.
  • 27 funds tracked by Wall St. Rank held Anfield Energy as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.