Position in AES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$44,786
+$3,193 QoQ
Shares Held
3,055
+3.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 696 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $224,046 across 4 Utilities - Diversified names. AES ranks #2 (20.0% of the industry book) .
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,786 | 3,055 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $41,593 | 2,952 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $47,121 | 3,286 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $44,757 | 3,401 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $23,722 | 2,255 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $28,640 | 2,306 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $37,348 | 2,902 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $92,476 | 4,610 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $77,167 | 4,392 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $77,887 | 4,344 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $139,716 | 7,258 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $61,210 | 4,027 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $86,298 | 4,163 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $99,041 | 4,113 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $92,894 | 3,230 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $66,037 | 2,922 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $54,794 | 2,608 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $68,030 | 2,644 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $45,999 | 1,893 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $63,079 | 2,763 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $77,323 | 2,966 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $75,336 | 2,810 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $65,800 | 2,800 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $51,631 | 2,851 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $48,382 | 3,339 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $38,610 | 2,839 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||