Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,204,015
-$473,448 QoQ
Shares Held
85,452
-27.0% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Advisory Services Network, LLC holds $2,373,368 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
25,600 | $2,373,368 |
All Filings in AES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,204,015 | 85,452 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,677,463 | 116,978 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,129,390 | 85,820 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $699,778 | 66,519 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $814,265 | 65,561 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $649,869 | 50,495 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,015,315 | 50,614 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $889,287 | 50,614 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $70,281 | 3,651 | Shares | Sole | 2024-02-09 | |
| 2023-03-31 | $51,217 | 2,127 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $482,994 | 16,794 | Shares | Sole | 2023-02-13 | |
| 2021-09-30 | $309,049 | 13,537 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $302,932 | 11,620 | Shares | Sole | 2021-08-12 | |
| 2020-12-31 | $185,532 | 7,895 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $236,805 | 13,076 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $194,092 | 13,395 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $115,857 | 8,519 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||