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Jefferies Financial Group’s AES AES Stock Holding History

Jefferies Financial Group’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
Q2 		– Sell
-85,360
Closed -$1.2M – 1632
2026
Q1 		$1.2M Buy
85,360
+37,300
+78% +$555K 0.01% 849
2025
Q4 		$689K Buy
+48,060
New +$677K ﹤0.01% 1241
2025
Q2 		– Sell
-292,649
Closed -$3.63M – 1255
2025
Q1 		$3.63M Buy
292,649
+257,649
+736% +$2.98M 0.03% 388
2024
Q4 		$450K Buy
35,000
+19,122
+120% +$286K ﹤0.01% 1135
2024
Q3 		$319K Sell
15,878
-79,717
-83% -$1.41M ﹤0.01% 1100
2024
Q2 		$1.68M Sell
95,595
-39,405
-29% -$749K 0.02% 585
2024
Q1 		$2.42M Buy
135,000
+91,080
+207% +$1.52M 0.02% 528
2023
Q4 		$845K Buy
+43,920
New +$714K 0.01% 1027
2023
Q3 		– Sell
-29,733
Closed -$616K – 1584
2023
Q2 		$616K Buy
29,733
+14,694
+98% +$324K 0.01% 1110
2023
Q1 		$362K Sell
15,039
-22,484
-60% -$571K ﹤0.01% 1186
2022
Q4 		$1.08M Buy
+37,523
New +$1.01M 0.01% 847

Other funds holding AES

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Jefferies Financial Group's AES Position: Q2 2026 in Review

Jefferies Financial Group sold out of AES (AES) in Q2 2026, closing a stake of 85,360 shares — an estimated $1.2M sold.

Jefferies Financial Group first reported a position in AES in Q4 2022 and held it in 11 quarters. The position peaked at $3.63M in Q1 2025. 706 funds tracked by Wall St. Rank hold AES as of Q2 2026.

  • Jefferies Financial Group reported no remaining AES position as of Q2 2026 after selling out during the quarter.
  • Jefferies Financial Group sold 85,360 AES shares in Q2 2026, an estimated $1.2M.
  • Jefferies Financial Group first reported a position in AES in Q4 2022 and held it in 11 quarters.
  • Jefferies Financial Group's AES position peaked at $3.63M in Q1 2025.
  • 706 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.