Novem Group’s AES AES Stock Holding History

Novem 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
2026 Q1	–	Sell	-11,522	Closed	-$165K	–	438
2025 Q4	$165K	Buy	11,522 +804	+8%	+$11.3K	0.02%	407
2025 Q3	$141K	Sell	10,718 -4,888	-31%	-$63.5K	0.02%	407
2025 Q2	$164K	Buy	15,606 +391	+3%	+$4.18K	0.02%	386
2025 Q1	$189K	Buy	15,215 +4,823	+46%	+$55.8K	0.03%	349
2024 Q4	$134K	Buy	+10,392	New	+$155K	0.02%	360

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

Novem Group's AES Position: Q1 2026 in Review

Novem Group sold out of AES (AES) in Q1 2026, closing a stake of 11,522 shares — an estimated $165K sold.

Novem Group first reported a position in AES in Q4 2024 and held it in 5 quarters. The position peaked at $189K in Q1 2025. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Novem Group reported no remaining AES position as of Q1 2026 after selling out during the quarter.
Novem Group sold 11,522 AES shares in Q1 2026, an estimated $165K.
Novem Group first reported a position in AES in Q4 2024 and held it in 5 quarters.
Novem Group's AES position peaked at $189K in Q1 2025.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Novem Group's 13F filing for Q1 2026, filed 13 Apr 2026.