Position in AES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,864
+$228 QoQ
Shares Held
400
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#610
of 696 holders
Holding Since
Mar 2025
4 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, 2026MARK SHEPTOFF FINANCIAL PLANNING, LLC holds $5,864 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
400 | $5,864 |
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,864 | 400 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $5,636 | 400 | Shares | Sole | 2026-05-11 | |
| 2025-06-30 | $24,196 | 2,300 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $28,566 | 2,300 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||