Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$27,487
-$75,130 QoQ
Shares Held
1,875
-74.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#561
of 696 holders
Holding Since
Jun 2020
18 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, 2026Heritage Wealth Advisors holds $180,320 across 4 Utilities - Diversified names. AES ranks #2 (15.2% of the industry book) .
All Filings in AES
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,487 | 1,875 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $102,617 | 7,283 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $26,887 | 1,875 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,675 | 1,875 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $19,725 | 1,875 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $23,287 | 1,875 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $26,113 | 2,029 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $40,160 | 2,002 | Shares | Sole | 2024-11-12 | |
| 2023-03-31 | $45,150 | 1,875 | Shares | Sole | 2023-05-04 | |
| 2022-06-30 | $39,393 | 1,875 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $48,243 | 1,875 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $45,562 | 1,875 | Shares | Sole | 2022-03-28 | |
| 2021-09-30 | $42,806 | 1,875 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $48,881 | 1,875 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $50,268 | 1,875 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $44,062 | 1,875 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $33,956 | 1,875 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $27,168 | 1,875 | Shares | Sole | 2020-07-17 | |
| No filing history on record for this holder in this stock. | ||||||