Position in AES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,099
+$43 QoQ
Shares Held
75
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#252
of 289 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Westside Investment Management, Inc. holds $56,261 across 4 Utilities - Diversified names. AES ranks #4 (2.0% of the industry book) .
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,099 | 75 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,056 | 75 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,245 | 575 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $10,528 | 800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $8,416 | 800 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,936 | 800 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $13,011 | 1,011 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $10,250 | 511 | Shares | Sole | 2024-11-20 | |
| 2024-06-30 | $8,978 | 511 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $9,162 | 511 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $9,836 | 511 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $7,767 | 511 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $10,593 | 511 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $12,304 | 511 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $14 | 511 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $11,548 | 511 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $10,736 | 511 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $13,148 | 511 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $12,417 | 511 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $11,666 | 511 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $13,321 | 511 | Shares | Sole | 2021-07-28 | |
| 2021-03-31 | $13,699 | 511 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $12,008 | 511 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $9,254 | 511 | Shares | Sole | 2020-10-14 | |
| 2020-06-30 | $7,404 | 511 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $6,949 | 511 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||