Position in AES
as of Mar 31, 2026
· filed Apr 9, 2026
Position Value
$764,071
-$3,419 QoQ
Shares Held
54,228
+1.3% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $1,598,969 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
17,247 | $1,598,969 |
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $764,071 | 54,228 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $767,490 | 53,521 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,123,034 | 85,337 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $820,590 | 78,003 | Shares | Defined | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||