Position in AES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$2,797,230
+$274,966 QoQ
Shares Held
190,807
+6.6% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#203
of 696 holders
Holding Since
Jun 2021
18 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, 2026FIRST CITIZENS BANK & TRUST CO holds $3,682,419 across 4 Utilities - Diversified names. AES ranks #1 (76.0% of the industry book) .
All Filings in AES
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,797,230 | 190,807 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,522,264 | 179,011 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,475,901 | 102,922 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $202,808 | 15,411 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $8,918,949 | 847,809 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,458,768 | 600,545 | Shares | Sole | 2025-04-14 | |
| 2024-03-31 | $2,448,752 | 136,573 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $3,027,716 | 157,284 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $1,904,696 | 125,309 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,493,175 | 120,269 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,238,428 | 92,958 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,229,416 | 77,518 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $1,695,948 | 75,042 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $2,104,739 | 100,178 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,694,754 | 104,732 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $2,420,765 | 99,620 | Shares | Sole | 2022-03-11 | |
| 2021-09-30 | $2,230,741 | 97,711 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $2,555,276 | 98,016 | Shares | Sole | 2021-07-14 | |
| No filing history on record for this holder in this stock. | ||||||