Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,760,231
+$2,176,020 QoQ
Shares Held
408,817
+63.6% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 62%
Shared 0%
None 38%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
All Filings in AES
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,760,231 | 408,817 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,584,211 | 249,945 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,893,306 | 751,771 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $10,186,862 | 968,333 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,460,111 | 278,592 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,069,520 | 238,502 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,041,447 | 201,468 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,916,781 | 678,246 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $12,369,530 | 689,879 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $4,768,128 | 247,695 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,771,362 | 116,537 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $513,854 | 24,788 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $643,176 | 26,710 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $20,304 | 706 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $587 | 26 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $11,324 | 539 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $13,868 | 539 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $12,465 | 513 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $11,392 | 499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $13,008 | 499 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,378 | 499 | Shares | Sole | 2021-05-14 | |
| 2020-03-31 | $1,193,603 | 87,765 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||