Position in AES
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$174,053
-$26,509 QoQ
Shares Held
12,353
+27.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
9 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, 2026Checchi Capital Advisers, LLC holds $597,886 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
6,449 | $597,886 |
All Filings in AES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $174,053 | 12,353 | Shares | Sole | 2026-05-04 | |
| 2023-06-30 | $200,562 | 9,675 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $218,164 | 9,060 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $263,642 | 9,167 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $212,417 | 9,399 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $197,472 | 9,399 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $220,120 | 8,555 | Shares | Sole | 2022-05-09 | |
| 2021-03-31 | $246,035 | 9,177 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $212,863 | 9,058 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||