Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$669,138
+$161,223 QoQ
Shares Held
45,644
+26.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#342
of 696 holders
Holding Since
Jun 2025
5 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, 2026Merit Financial Group, LLC holds $3,646,422 across 3 Utilities - Diversified names. AES ranks #2 (18.4% of the industry book) .
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $669,138 | 45,644 | Shares | Other | 2026-07-20 | |
| 2026-03-31 | $507,915 | 36,048 | Shares | Other | 2026-04-15 | |
| 2025-12-31 | $568,090 | 39,616 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $317,616 | 24,135 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $278,538 | 26,477 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||