Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$990,473
-$4,013 QoQ
Shares Held
67,563
-4.3% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#297
of 696 holders
Holding Since
Jun 2021
7 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WBI INVESTMENTS, LLC holds $990,473 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
67,563 | $990,473 |
All Filings in AES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $990,473 | 67,563 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $994,486 | 70,581 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $867,168 | 60,472 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,634,513 | 200,191 | Shares | Defined | 2025-11-20 | |
| 2025-06-30 | $2,622,709 | 249,307 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $2,645,745 | 213,023 | Shares | Defined | 2025-05-22 | |
| 2021-06-30 | $1,064,803 | 40,844 | Shares | Defined | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||