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 $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

NBC Securities's AES Position: Q1 2026 in Review

NBC Securities reduced its AES (AES) stake by 3.8% in Q1 2026, selling an estimated $6.71K and leaving 11,549 shares worth $163K. The position accounts for 0.01% of the portfolio, ranked #907.

NBC Securities first reported a position in AES in Q3 2023 and has held it in 11 quarters since. The position peaked at $243K in Q3 2024. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

NBC Securities held 11,549 shares of AES worth $163K as of Q1 2026.
NBC Securities sold 451 AES shares in Q1 2026, an estimated $6.71K.
AES made up 0.01% of NBC Securities's portfolio in Q1 2026, its #907 holding.
NBC Securities first reported a position in AES in Q3 2023 and has held it in 11 quarters since.
NBC Securities's AES position peaked at $243K in Q3 2024.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on NBC Securities's 13F filing for Q1 2026, filed 14 Apr 2026.