Position in AES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$178,514
-$863,342 QoQ
Shares Held
12,177
-83.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#491
of 696 holders
Holding Since
Mar 2020
10 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, 2026Atria Investments, Inc holds $2,894,308 across 3 Utilities - Diversified names. AES ranks #3 (6.2% of the industry book) .
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $178,514 | 12,177 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,041,856 | 73,943 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,574,818 | 109,820 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,827,134 | 138,840 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,688,375 | 160,492 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,463,249 | 117,814 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,433,885 | 111,413 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,736,253 | 86,553 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $770,374 | 43,846 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $869,706 | 63,949 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||