Position in AES
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$2,442,515
-$361,098 QoQ
Shares Held
173,351
-11.3% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 quarters on record
Voting authority
Sole 86%
Shared 0%
None 14%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $6,054,549 across 3 Utilities - Diversified names. AES ranks #1 (40.3% of the industry book) .
All Filings in AES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,442,515 | 173,351 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,803,613 | 195,510 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,573,451 | 195,551 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,979,211 | 188,138 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,313,498 | 186,272 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $215,521 | 16,746 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $403,426 | 20,111 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $387,840 | 22,074 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $380,958 | 21,247 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $423,769 | 22,014 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $280,166 | 18,432 | Shares | Sole | 2023-11-02 | |
| 2023-03-31 | $234,804 | 9,751 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $293,064 | 10,190 | Shares | Sole | 2023-01-10 | |
| 2022-03-31 | $228,456 | 8,879 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $201,179 | 8,279 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||