Position in AES
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$4,485
+$3,894 QoQ
Shares Held
306
+628.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#620
of 696 holders
Holding Since
Jun 2022
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $68,072 across 3 Utilities - Diversified names. AES ranks #3 (6.6% of the industry book) .
All Filings in AES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,485 | 306 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $591 | 42 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,552 | 178 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $276 | 21 | Shares | Sole | 2025-11-14 | |
| 2024-06-30 | $1 | 1 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1 | 1 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1 | 1 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $22 | 1 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $21 | 1 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||