Position in AES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$4,193,361
+$1,496,423 QoQ
Shares Held
286,041
+49.4% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#165
of 696 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $15,853,999 across 5 Utilities - Diversified names. AES ranks #2 (26.4% of the industry book) .
All Filings in AES
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,193,361 | 286,041 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,696,938 | 191,408 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,832,967 | 197,557 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,035,338 | 154,661 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,726,752 | 164,140 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,799,422 | 144,881 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,608,943 | 125,015 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $2,527,218 | 125,983 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $2,246,658 | 127,869 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,319,191 | 129,347 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $2,496,821 | 129,705 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $2,105,017 | 138,488 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||