Moody National Bank Trust Division’s AES AES Stock Holding History

Moody National Bank Trust Division’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	-54,228	Closed	-$764K	–	501
2026 Q1	$764K	Buy	54,228 +707	+1%	+$10.5K	0.07%	268
2025 Q4	$767K	Sell	53,521 -31,816	-37%	-$448K	0.07%	257
2025 Q3	$1.12M	Buy	85,337 +7,334	+9%	+$95.3K	0.09%	230
2025 Q2	$821K	Buy	+78,003	New	+$835K	0.08%	279
2019 Q2	–	Sell	-1,268	Closed	-$23K	–	374
2019 Q1	$23K	Buy	1,268 +499	+65%	+$8.39K	﹤0.01%	519
2018 Q4	$11K	Buy	+769	New	+$11.5K	﹤0.01%	593

Other funds holding AES

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

AAM

Alpine Associates Management Palm Beach, Florida $1.6B AUM 93.19% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

RPA

Rock Point Advisors Burlington, Vermont $409M AUM 30.68% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Moody National Bank Trust Division's AES Position: Q2 2026 in Review

Moody National Bank Trust Division sold out of AES (AES) in Q2 2026, closing a stake of 54,228 shares — an estimated $764K sold.

Moody National Bank Trust Division first reported a position in AES in Q4 2018 and held it in 6 quarters. The position peaked at $1.12M in Q3 2025. 318 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Moody National Bank Trust Division reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 54,228 AES shares in Q2 2026, an estimated $764K.
Moody National Bank Trust Division first reported a position in AES in Q4 2018 and held it in 6 quarters.
Moody National Bank Trust Division's AES position peaked at $1.12M in Q3 2025.
318 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.