Position in AES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$11,444,010
-$14,974,686 QoQ
Shares Held
812,208
-55.9% QoQ
Ownership
0.114%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026ENVESTNET ASSET MANAGEMENT INC holds $154,252,500 across 6 Utilities - Diversified names. AES ranks #3 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
1,316,599 | $127,933,924 | |
| 2 | AVA |
Avista Corp
|
342,766 | $13,758,627 | |
| 3 | AES |
Aes Corp
This page
|
812,208 | $11,444,010 | |
| 4 | UTL |
Unitil Corp
|
11,108 | $580,281 | |
| 5 | AQN |
Algonquin Power & Utilities Corp.
|
46,697 | $286,719 | |
| 6 | BIPH |
Brookfield Infrastructure Partners L.P.
|
6,892 | $248,939 |
All Filings in AES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,444,010 | 812,208 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $26,418,696 | 1,842,308 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $25,887,759 | 1,967,155 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $22,463,587 | 2,135,322 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $15,780,144 | 1,270,543 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $14,437,192 | 1,121,771 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $22,694,479 | 1,131,330 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $18,734,030 | 1,066,251 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $16,099,400 | 897,903 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $15,570,747 | 808,870 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $10,330,148 | 679,615 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $12,196,868 | 588,368 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $29,958,867 | 1,244,139 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $34,172,919 | 1,188,210 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $24,789,126 | 1,096,864 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $8,662,528 | 412,305 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $9,382,212 | 364,641 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $10,491,573 | 431,752 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $8,087,984 | 354,270 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $9,464,974 | 363,060 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $7,672,164 | 286,168 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $8,269,814 | 351,907 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $7,215,422 | 398,422 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $5,841,643 | 403,150 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $12,707,812 | 934,398 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||