Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$817,133
-$1,099,952 QoQ
Shares Held
55,739
-59.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#321
of 696 holders
Holding Since
Sep 2024
8 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, 2026&PARTNERS holds $18,671,620 across 4 Utilities - Diversified names. AES ranks #2 (4.4% of the industry book) .
All Filings in AES
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $817,133 | 55,739 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,917,085 | 136,060 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,463,210 | 171,772 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,945,956 | 147,869 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,204,603 | 114,506 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $923,364 | 74,345 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $900,887 | 69,999 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $286,035 | 14,259 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||