Ownership history in N.E.W. Advisory Services LLC Β· 3 quarters on record
This page tracks every 13F SEC filing in which N.E.W. Advisory Services LLC reported a position in AES CORP (AES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π N.E.W. Advisory Services LLC underperformed the S&P 500 by β11.9% annually on this AES position. Average cost basis: $11.75. Maximum drawdown during holding period: β13.8%.
β Significantly underperformed the S&P 500 by 11.9% ann.
2 quarters analyzed
Best entry: $11.75 (2025 Q1) Β· Worst: $11.75 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size