Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,781,365
-$47,798 QoQ
Shares Held
121,512
-6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#244
of 696 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds $1,781,365 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
121,512 | $1,781,365 |
All Filings in AES
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,781,365 | 121,512 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,829,163 | 129,820 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $1,860,701 | 129,756 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,674,636 | 127,252 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,382,612 | 131,427 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,347,234 | 108,473 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $858,956 | 66,741 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||