Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$183,789
-$87,867 QoQ
Shares Held
13,044
-31.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026QUEST INVESTMENT MANAGEMENT LLC holds $521,308 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
5,623 | $521,308 |
All Filings in AES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,789 | 13,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $271,656 | 18,944 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $273,846 | 20,809 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $223,655 | 21,260 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||