Position in AES
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$18,739
-$333 QoQ
Shares Held
1,330
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026Sunbelt Securities, Inc. holds $667,477 across 4 Utilities - Diversified names. AES ranks #3 (2.8% of the industry book) .
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $18,739 | 1,330 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $19,072 | 1,330 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $17,502 | 1,330 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $8,163 | 776 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $9,637 | 776 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $9,987 | 776 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||