NBC Securities’s AES AES Stock Holding History

NBC Securities’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	-5	Closed	-$200	–	2553
2025 Q4	$200	Hold	5	–	–	﹤0.01%	2715
2025 Q3	$150	Buy	+5	New	+$65	﹤0.01%	2731

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

NBC Securities's AES Position: Q2 2026 in Review

NBC Securities reduced its AES (AES) stake by 12% in Q2 2026, selling an estimated $19.9K and leaving 10,179 shares worth $149K. The position accounts for 0.01% of the portfolio, ranked #948.

NBC Securities first reported a position in AES in Q3 2023 and has held it in 12 quarters since. The position peaked at $243K in Q3 2024. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

NBC Securities held 10,179 shares of AES worth $149K as of Q2 2026.
NBC Securities sold 1,370 AES shares in Q2 2026, an estimated $19.9K.
AES made up 0.01% of NBC Securities's portfolio in Q2 2026, its #948 holding.
NBC Securities first reported a position in AES in Q3 2023 and has held it in 12 quarters since.
NBC Securities's AES position peaked at $243K in Q3 2024.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.