Position in AES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,926,217
-$81,392 QoQ
Shares Held
404,244
-5.2% QoQ
Ownership
0.057%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#140
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, 2026Janney Montgomery Scott LLC holds $27,269,918 across 5 Utilities - Diversified names. AES ranks #2 (21.7% 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 | $5,926,217 | 404,244 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $6,007,609 | 426,374 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $6,565,167 | 457,822 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $6,163,157 | 468,325 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $4,945,220 | 470,078 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $2,030,992 | 163,526 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,273,473 | 98,949 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $5,349,440 | 266,672 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $4,233,526 | 240,952 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $4,994,849 | 278,575 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $646,838 | 33,602 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $569,847 | 37,490 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $984,488 | 47,491 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,341,833 | 55,724 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,760,831 | 61,225 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $729,867 | 32,295 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $533,990 | 25,416 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $15,455,367 | 600,675 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $14,978,228 | 616,388 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $14,317,286 | 627,126 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $16,673,746 | 639,576 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $17,237,275 | 642,942 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $17,863,807 | 760,162 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $14,017,719 | 774,032 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $11,399,674 | 786,727 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $10,973,989 | 806,911 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||