Position in AES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,371,641
-$598,719 QoQ
Shares Held
298,202
-15.5% QoQ
Ownership
0.042%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#162
of 696 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026NewEdge Advisors, LLC holds $7,347,834 across 4 Utilities - Diversified names. AES ranks #1 (59.5% of the industry book) .
All Filings in AES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,371,641 | 298,202 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,970,360 | 352,758 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $5,216,433 | 363,768 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $5,095,709 | 387,212 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $3,122,272 | 296,794 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,953,786 | 237,825 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,969,032 | 152,994 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $3,167,855 | 157,919 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,212,569 | 182,844 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,094,833 | 116,834 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $485,465 | 25,219 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $164,464 | 10,820 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $279,461 | 13,481 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $640,576 | 26,602 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $633,669 | 22,033 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||