Position in AES
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$56,323
+$583 QoQ
Shares Held
3,842
-2.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#541
of 696 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $337,223 across 4 Utilities - Diversified names. AES ranks #2 (16.7% of the industry book) .
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $56,323 | 3,842 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $55,740 | 3,956 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $61,102 | 4,261 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $93,751 | 7,124 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $76,606 | 7,282 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $93,087 | 7,495 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $76,383 | 5,935 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $429,584 | 21,415 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $373,713 | 21,270 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $376,476 | 20,997 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $398,282 | 20,690 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $264,404 | 17,395 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $359,644 | 17,349 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $495,566 | 20,580 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $606,375 | 21,084 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $654,518 | 28,961 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $617,672 | 29,399 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $785,665 | 30,535 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $740,979 | 30,493 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $700,881 | 30,700 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $800,349 | 30,700 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $822,932 | 30,695 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $720,674 | 30,667 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $555,379 | 30,667 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $516,452 | 35,642 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $577,374 | 42,454 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||