Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$542
+$21 QoQ
Shares Held
37
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 696 holders
Holding Since
Mar 2022
3 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, 2026GHP Investment Advisors, Inc. holds $68,988 across 3 Utilities - Diversified names. AES ranks #3 (0.8% of the industry book) .
All Filings in AES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $542 | 37 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $521 | 37 | Shares | Sole | 2026-04-21 | |
| 2022-03-31 | $9,957 | 387 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||