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AEC — ANFIELD ENERGY INC

Reported value held$1.61M
Funds holding (latest)9
SectorMaterials
Funds holding (Q2 2026)4
Institutional value$239.95K · 54.91K sh
New / Add / Cut / Exit0 / 1 / 2 / 1
Top-5 / Top-10 concentration100.0% / 100.0%
Institutional holdings change Reducing -85.8% (-331.16K sh)
Institutional value change Down -88.9%

As of Q2 2026, 4 SEC-registered investment managers reported holding AEC (ANFIELD ENERGY INC) in their latest 13F filings, with a combined reported value of $239.95K across 54.91K shares. That is -85.8% by share count (-331.16K shares) versus the previous quarter, while reported value moved -88.9%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.

Compared with the prior quarter, 1 added to existing stakes, 2 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

AEC is classified in the Materials sector.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 4 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 36.66K $160.18K 0.00% Reduce
Geode Capital Management history 18.18K $79.43K 0.00% Hold
Morgan Stanley history 49 $214 0.00% Add
UBS Group AG history 28 $123 0.00% Reduce

Q1 2026 — 5 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 189.76K $1.06M 0.00% Add
Marshall Wace history 175.12K $977.16K 0.00% Add
Geode Capital Management history 18.18K $101.43K 0.00% Hold
UBS Group AG history 2.97K $16.55K 0.00% Add
Morgan Stanley history 45 $251 0.00% Reduce

Q4 2025 — 9 funds

FundSharesValuePortfolio WeightChange
Marshall Wace history 102.93K $528.03K 0.00% New
Bank of America Corp history 89.03K $456.73K 0.00% Add
Citadel Advisors history 27.86K $142.95K 0.00% New
Millennium Management history 24.95K $128.02K 0.00% New
Point72 Asset Management history 24.16K $123.94K 0.00% New
Geode Capital Management history 18.18K $93.25K 0.00% New
UBS Group AG history 2.42K $12.42K 0.00% Add
Morgan Stanley history 145 $744 0.00% New
JPMorgan Chase & Co history 17 $87 0.00% New

Q3 2025 — 2 funds

FundSharesValuePortfolio WeightChange
Bank of America Corp history 1.63K $16.48K 0.00% New
UBS Group AG history 13 $131 0.00% New

New Positions (Q2 2026)

No fund opened a new position this quarter.

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 9 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025
Bank of America Corp 36.66K 189.76K 89.03K 1.63K
Geode Capital Management 18.18K 18.18K 18.18K —
Morgan Stanley 49 45 145 —
UBS Group AG 28 2.97K 2.42K 13
Citadel Advisors — — 27.86K —
Point72 Asset Management — — 24.16K —
JPMorgan Chase & Co — — 17 —
Marshall Wace — 175.12K 102.93K —
Millennium Management — — 24.95K —

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