Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$6,934
+$59 QoQ
Shares Held
473
-3.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#603
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $51,514 across 4 Utilities - Diversified names. AES ranks #2 (13.5% of the industry book) .
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,934 | 473 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $6,875 | 488 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $6,997 | 488 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $6,422 | 488 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $5,133 | 488 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $6,060 | 488 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,280 | 488 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $9,789 | 488 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $8,574 | 488 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $8,749 | 488 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $9,394 | 488 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $7,417 | 488 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $10,116 | 488 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $10,547 | 438 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $12,596 | 438 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $9,898 | 438 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $7,626 | 363 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $9,339 | 363 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $8,820 | 363 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $8,287 | 363 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $9,463 | 363 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $9,732 | 363 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $8,530 | 363 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $6,573 | 363 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $5,259 | 363 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,868 | 358 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||