Position in AES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$270,989
+$53,751 QoQ
Shares Held
18,485
+19.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#441
of 696 holders
Holding Since
Sep 2023
8 quarters on record
Voting authority
Sole 27%
Shared 2%
None 71%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026KEYBANK NATIONAL ASSOCIATION/OH holds $4,693,711 across 4 Utilities - Diversified names. AES ranks #4 (5.8% 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 | $270,989 | 18,485 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $217,238 | 15,418 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $261,747 | 18,253 | Shares | Defined | 2026-01-30 | |
| 2025-09-30 | $257,962 | 19,602 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $244,158 | 23,209 | Shares | Defined | 2025-08-04 | |
| 2025-03-31 | $257,043 | 20,696 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $160,128 | 12,442 | Shares | Defined | 2025-02-06 | |
| 2023-09-30 | $165,315 | 10,876 | Shares | Defined | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||