Position in AES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$715,202
-$50,025 QoQ
Shares Held
48,786
-10.2% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#337
of 696 holders
Holding Since
Mar 2020
22 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, 2026ATLAS CAPITAL ADVISORS INC. holds $755,760 across 4 Utilities - Diversified names. AES ranks #1 (94.6% of the industry book) .
All Filings in AES
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $715,202 | 48,786 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $765,227 | 54,310 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $52,513 | 3,662 | Shares | Sole | 2026-02-13 | |
| 2025-06-30 | $189 | 18 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $223 | 18 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $231 | 18 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $50,290 | 2,507 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $130,386 | 7,421 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $322 | 18 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $346 | 18 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $273 | 18 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $10,758 | 519 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $12,497 | 519 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $14,926 | 519 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $11,729 | 519 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $378 | 18 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $463 | 18 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $437 | 18 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $54,198 | 2,374 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $132,592 | 5,086 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $135,873 | 5,068 | Shares | Sole | 2021-05-10 | |
| 2020-03-31 | $181,383 | 13,337 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||