Position in AES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,985
+$1,088 QoQ
Shares Held
1,909
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#559
of 696 holders
Holding Since
Mar 2020
26 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, 2026Capital Advisors, Ltd. LLC holds $83,664 across 4 Utilities - Diversified names. AES ranks #2 (33.4% of the industry book) .
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,985 | 1,909 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $26,897 | 1,909 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $27,375 | 1,909 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $25,122 | 1,909 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $20,093 | 1,910 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,345 | 833 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $437 | 34 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,832 | 540 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $12,492 | 711 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $13,447 | 750 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,859 | 668 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $26,660 | 1,754 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $36,567 | 1,764 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $44,379 | 1,843 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $57,318 | 1,993 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $43,301 | 1,916 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $38,007 | 1,809 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $45,722 | 1,777 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $16,742 | 689 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $15,250 | 668 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $17,414 | 668 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $17,909 | 668 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $15,698 | 668 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $12,097 | 668 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $9,679 | 668 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $9,084 | 668 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||