Position in AES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,730,099
+$74,116 QoQ
Shares Held
118,015
+0.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#247
of 696 holders
Holding Since
Sep 2024
8 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, 2026BENJAMIN EDWARDS INC holds $5,167,548 across 3 Utilities - Diversified names. AES ranks #2 (33.5% of the industry book) .
All Filings in AES
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,730,099 | 118,015 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,655,983 | 117,529 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,527,597 | 106,527 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,000,673 | 76,039 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $785,602 | 74,677 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $940,939 | 75,760 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $981,942 | 76,297 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,619,203 | 80,718 | Shares | Defined | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||