Position in AES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,122,442
+$142,948 QoQ
Shares Held
76,565
+10.1% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#285
of 696 holders
Holding Since
Mar 2022
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Derivatives in AES
reported options exposure · as of Jun 30, 2026CallValue
$0
CallShares
0
PutValue
$108,484
PutShares
7,400
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026SUMMIT SECURITIES GROUP LLC holds $1,240,461 across 2 Utilities - Diversified names. AES ranks #1 (90.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
76,565 | $1,122,442 | |
| 2 | SRE |
Sempra
|
1,273 | $118,019 |
All Filings in AES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,122,442 | 76,565 | Shares | Sole | 2026-08-03 | |
| 2026-06-30 | $108,484 | 7,400 | Put | Sole | 2026-08-03 | |
| 2026-03-31 | $979,494 | 69,517 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $976,855 | 68,121 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $788,652 | 59,928 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $245,947 | 23,379 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $284,418 | 22,900 | Shares | Sole | 2025-05-13 | |
| 2023-06-30 | $18,118 | 874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $31,544 | 1,310 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $319,408 | 11,106 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $37,290 | 1,650 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $29,350 | 1,397 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $7,024 | 273 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||