Position in AES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$177,342
-$806,140 QoQ
Shares Held
12,097
-82.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#492
of 696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Perigon Wealth Management, LLC holds $2,372,900 across 2 Utilities - Diversified names. AES ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
23,682 | $2,195,558 | |
| 2 | AES |
Aes Corp
This page
|
12,097 | $177,342 |
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,342 | 12,097 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $983,482 | 69,800 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,153,624 | 80,448 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $1,003,950 | 76,288 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $773,167 | 73,495 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $830,165 | 66,841 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $356,936 | 27,734 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $784,406 | 39,103 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $707,789 | 40,284 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $655,126 | 36,538 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $540,944 | 28,101 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $388,375 | 25,551 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $395,362 | 19,072 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $536,670 | 22,287 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $712,500 | 24,774 | Shares | Sole | 2023-05-01 | |
| 2022-09-30 | $550,174 | 24,344 | Shares | Sole | 2022-12-13 | |
| 2022-06-30 | $549,033 | 26,132 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $597,193 | 23,210 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $491,054 | 20,208 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $428,793 | 18,782 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $453,591 | 17,399 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $469,711 | 17,520 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $492,842 | 20,972 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $375,528 | 20,736 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $296,233 | 20,444 | Shares | Sole | 2020-07-29 | |
| 2020-03-31 | $224,141 | 16,481 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||