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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
Q1 		– Sell
-349,700
Closed -$5.01M – 1706
2025
Q4 		$5.01M Buy
+349,700
New +$4.93M 0.03% 478
2024
Q4 		– Sell
-10,000
Closed -$201K – 1557
2024
Q3 		$201K Sell
10,000
-74,800
-88% -$1.32M ﹤0.01% 1228
2024
Q2 		$1.49M Sell
84,800
-28,200
-25% -$536K 0.02% 621
2024
Q1 		$2.03M Buy
+113,000
New +$1.89M 0.02% 593

Other funds holding AES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Jefferies Financial Group's AES Position: Q1 2026 in Review

Jefferies Financial Group increased its AES (AES) stake by 78% in Q1 2026, buying an estimated $555K and bringing the position to 85,360 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #849.

Jefferies Financial Group first reported a position in AES in Q4 2022 and has held it in 11 quarters since. The position peaked at $3.63M in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Jefferies Financial Group held 85,360 shares of AES worth $1.2M as of Q1 2026.
  • Jefferies Financial Group bought 37,300 AES shares in Q1 2026, an estimated $555K.
  • AES made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #849 holding.
  • Jefferies Financial Group first reported a position in AES in Q4 2022 and has held it in 11 quarters since.
  • Jefferies Financial Group's AES position peaked at $3.63M in Q1 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.