Position in AES
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$53,640
+$2,085 QoQ
Shares Held
3,659
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#543
of 696 holders
Holding Since
Mar 2020
26 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, 2026HARBOR INVESTMENT ADVISORY, LLC holds $724,953 across 2 Utilities - Diversified names. AES ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
7,241 | $671,313 | |
| 2 | AES |
Aes Corp
This page
|
3,659 | $53,640 |
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $53,640 | 3,659 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $51,555 | 3,659 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $52,470 | 3,659 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $48,152 | 3,659 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $38,492 | 3,659 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $45,444 | 3,659 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $47,091 | 3,659 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $73,399 | 3,659 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $64,481 | 3,670 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $65,605 | 3,659 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $70,435 | 3,659 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $56,878 | 3,742 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $77,571 | 3,742 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $241,883 | 10,045 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $280,381 | 9,749 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $220,327 | 9,749 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $204,406 | 9,729 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $250,327 | 9,729 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $90,930 | 3,742 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $85,429 | 3,742 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $97,553 | 3,742 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $100,323 | 3,742 | Shares | Sole | 2021-04-16 | |
| 2020-12-31 | $87,937 | 3,742 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $67,767 | 3,742 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $53,018 | 3,659 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $49,762 | 3,659 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||