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New Century Financial Group’s AES AES Stock Holding History

New Century 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
Q3 		– Sell
-69,224
Closed -$728K – 65
2025
Q2 		$728K Buy
+69,224
New +$741K 0.85% 42
2024
Q4 		– Sell
-69,831
Closed -$1.4M – 288
2024
Q3 		$1.4M Buy
69,831
+2,160
+3% +$38.2K 0.51% 43
2024
Q2 		$1.19M Sell
67,671
-1,200
-2% -$22.8K 0.51% 43
2024
Q1 		$1.23M Buy
+68,871
New +$1.15M 0.86% 24

Other funds holding AES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

New Century Financial Group's AES Position: Q3 2025 in Review

New Century Financial Group sold out of AES (AES) in Q3 2025, closing a stake of 69,224 shares — an estimated $728K sold.

New Century Financial Group first reported a position in AES in Q1 2024 and held it in 4 quarters. The position peaked at $1.4M in Q3 2024. 703 funds tracked by Wall St. Rank hold AES as of Q3 2025.

  • New Century Financial Group reported no remaining AES position as of Q3 2025 after selling out during the quarter.
  • New Century Financial Group sold 69,224 AES shares in Q3 2025, an estimated $728K.
  • New Century Financial Group first reported a position in AES in Q1 2024 and held it in 4 quarters.
  • New Century Financial Group's AES position peaked at $1.4M in Q3 2024.
  • 703 funds tracked by Wall St. Rank held AES as of Q3 2025.

Based on New Century Financial Group's 13F filing for Q3 2025, filed 22 Oct 2025.