Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$10,042
+$9,803 QoQ
Shares Held
685
+3929.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#590
of 696 holders
Holding Since
Jun 2020
23 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, 2026IMA Advisory Services, Inc. holds $10,598 across 2 Utilities - Diversified names. AES ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
685 | $10,042 | |
| 2 | SRE |
Sempra
|
6 | $556 |
All Filings in AES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,042 | 685 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $239 | 17 | Shares | Sole | 2026-05-06 | |
| 2025-06-30 | $1,194,914 | 113,585 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,524,468 | 122,743 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,598,518 | 124,205 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,595,081 | 129,366 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,281,077 | 129,828 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $2,353,384 | 131,254 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $2,351,310 | 122,146 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,002,904 | 131,770 | Shares | Sole | 2023-11-28 | |
| 2023-06-30 | $2,767,724 | 133,513 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $2,954,206 | 122,683 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $3,536,876 | 122,979 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $2,832,797 | 125,345 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $3,061,640 | 145,723 | Shares | Sole | 2022-08-18 | |
| 2022-03-31 | $3,748,552 | 145,688 | Shares | Sole | 2022-06-13 | |
| 2021-12-31 | $3,277,413 | 134,873 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,213,573 | 140,761 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $3,703,764 | 142,070 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $3,882,034 | 144,798 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $3,245,209 | 138,094 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $2,255,799 | 124,561 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,771,431 | 122,252 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||