NICM
AES icon

Neo Ivy Capital Management’s AES AES Stock Holding History

Neo Ivy Capital Management’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
-54,305
Closed -$779K – 324
2025
Q4 		$779K Buy
+54,305
New +$765K 0.12% 187
2024
Q4 		– Sell
-10,186
Closed -$204K – 261
2024
Q3 		$204K Buy
+10,186
New +$180K 0.07% 224
2023
Q4 		$184K Buy
+9,558
New +$155K 0.41% 82
2019
Q3 		– Sell
-43,287
Closed -$725K – 278
2019
Q2 		$725K Buy
+43,287
New +$733K 0.41% 94

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

Neo Ivy Capital Management's AES Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of AES (AES) in Q1 2026, closing a stake of 54,305 shares — an estimated $779K sold.

Neo Ivy Capital Management first reported a position in AES in Q2 2019 and held it in 4 quarters. The position peaked at $779K in Q4 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

  • Neo Ivy Capital Management reported no remaining AES position as of Q1 2026 after selling out during the quarter.
  • Neo Ivy Capital Management sold 54,305 AES shares in Q1 2026, an estimated $779K.
  • Neo Ivy Capital Management first reported a position in AES in Q2 2019 and held it in 4 quarters.
  • Neo Ivy Capital Management's AES position peaked at $779K in Q4 2025.
  • 747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.