Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$268,639
-$838 QoQ
Shares Held
19,066
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Waverly Advisors, LLC holds $5,901,412 across 3 Utilities - Diversified names. AES ranks #3 (4.6% of the industry book) .
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,639 | 19,066 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $269,477 | 18,792 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $209,270 | 15,902 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $166,836 | 15,859 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $964,288 | 77,640 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $200,887 | 15,609 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||