New England Research & Management, Inc. AES AES CORP

Ownership history in New England Research & Management, Inc.  ·  3 quarters on record

AI Ownership Summary

New England Research & Management, Inc. reported AES CORP (AES) in 3 quarterly 13F filings from 2025 Q4 through 2026 Q2. Peak portfolio weight reached 0.22% in 2026 Q2. The latest visible filing shows AES at 0.22% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this AES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was New England Research & Management, Inc.'s position in AES CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

AES was reported at 0.22% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.22% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How New England Research & Management, Inc. held AES — position size vs. price
% of Fund (quarterly)    AES price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 37,690 +5,100 +15.6% 0.22% $553K 2026-07-09 $14.73
2026 Q1 ADDED 32,590 +50 +0.2% 0.19% $459K 2026-05-07 $14.29
2025 Q4 INITIATED 32,540 0.20% $467K 2026-01-07 $14.11

FAQ About New England Research & Management, Inc. and AES

These are the practical questions this page is built to answer before you even open the full history table.

How long has New England Research & Management, Inc. reported owning AES?

New England Research & Management, Inc. reported AES across 3 quarterly 13F filings, from 2025 Q4 through 2026 Q2.

What was the largest reported AES position in New England Research & Management, Inc.'s portfolio?

The largest reported portfolio weight for AES was 0.22% in 2026 Q2.

What is the latest reported AES position on this page?

The most recent filing on this page is 2026 Q2, when New England Research & Management, Inc. reported 37,690 shares, equal to 0.22% of portfolio, with an estimated market value of $553K.

What does the chart on this AES ownership page compare?

The chart compares New England Research & Management, Inc.'s quarterly AES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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