Position in AES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,348
+$52 QoQ
Shares Held
92
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#642
of 696 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026FINANCIAL CONSULATE, INC holds $4,445 across 3 Utilities - Diversified names. AES ranks #2 (30.3% of the industry book) .
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,348 | 92 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $1,296 | 92 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,319 | 92 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $552 | 42 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||