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
2025 Q2	–	Sell	-500	Closed	-$6.21K	–	1256
2025 Q1	$6.21K	Sell	500 -64,500	-99%	-$746K	﹤0.01%	1557
2024 Q4	$837K	Sell	65,000 -25,000	-28%	-$373K	0.01%	948
2024 Q3	$1.81M	Sell	90,000 -41,500	-32%	-$734K	0.01%	624
2024 Q2	$2.31M	Sell	131,500 -8,500	-6%	-$162K	0.02%	504
2024 Q1	$2.51M	Buy	+140,000	New	+$2.34M	0.02%	516

Other funds holding AES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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.