Position in AES
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$876,989
-$28,825 QoQ
Shares Held
62,242
-1.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
All Filings in AES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $876,989 | 62,242 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $905,814 | 63,167 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $830,369 | 63,098 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $662,191 | 62,946 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $791,911 | 63,761 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $820,604 | 63,761 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,283,840 | 64,000 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,134,582 | 64,575 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $1,157,829 | 64,575 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,243,068 | 64,575 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $981,540 | 64,575 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,350,041 | 65,125 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,568,210 | 65,125 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,889,416 | 65,696 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,480,300 | 65,500 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,380,357 | 65,700 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,741,921 | 67,700 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,645,110 | 67,700 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,499,931 | 65,700 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,712,799 | 65,700 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,761,417 | 65,700 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,543,950 | 65,700 | Shares | Sole | 2021-01-27 | |
| 2020-09-30 | $1,189,827 | 65,700 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $951,993 | 65,700 | Shares | Sole | 2020-07-17 | |
| 2020-03-31 | $893,520 | 65,700 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||