Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$9,099,696
+$7,724,343 QoQ
Shares Held
620,716
+535.9% QoQ
Ownership
0.087%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#112
of 696 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $18,135,119 across 2 Utilities - Diversified names. AES ranks #1 (50.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
620,716 | $9,099,696 | |
| 2 | SRE |
Sempra
|
97,459 | $9,035,423 |
All Filings in AES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,099,696 | 620,716 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,375,353 | 97,612 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,381,386 | 96,331 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,257,135 | 95,527 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,005,112 | 95,543 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $1,165,269 | 93,822 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,237,823 | 96,179 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $1,914,987 | 95,463 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,731,084 | 98,525 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,658,309 | 92,488 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,847,730 | 95,986 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,469,869 | 96,702 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,990,846 | 96,037 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,305,876 | 95,759 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,747,902 | 95,546 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,157,034 | 95,444 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,999,731 | 95,180 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||