Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,009,546
+$973,955 QoQ
Shares Held
68,864
+2626.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#295
of 696 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Derivatives in AES
reported options exposure · as of Jun 30, 2026CallValue
$109,950
CallShares
7,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Arax Advisory Partners holds $3,617,287 across 6 Utilities - Diversified names. AES ranks #2 (27.9% of the industry book) .
All Filings in AES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $109,950 | 7,500 | Call | Sole | 2026-08-10 | |
| 2026-06-30 | $1,009,546 | 68,864 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $35,591 | 2,526 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $8,331 | 581 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,844 | 7,359 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,639 | 346 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $6,880 | 554 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $31,042 | 2,412 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $16,669 | 831 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,897 | 791 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $4,768 | 266 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $3,946 | 205 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $851 | 56 | Shares | Sole | 2023-11-14 | |
| 2022-12-31 | $3,106 | 108 | Shares | Sole | 2023-02-24 | |
| 2022-03-31 | $3,859 | 150 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||