Position in AES
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$851,261
+$644,880 QoQ
Shares Held
60,416
+319.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
16 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $851,261 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
60,416 | $851,261 |
All Filings in AES
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $851,261 | 60,416 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $206,381 | 14,392 | Shares | Sole | 2026-01-14 | |
| 2023-09-30 | $790 | 52 | Shares | Sole | 2023-11-27 | |
| 2023-06-30 | $1,534 | 74 | Shares | Sole | 2023-11-27 | |
| 2023-03-31 | $1,781 | 74 | Shares | Sole | 2023-11-27 | |
| 2022-09-30 | $881 | 39 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $819 | 39 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,003 | 39 | Shares | Sole | 2022-08-16 | |
| 2021-12-31 | $947 | 39 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $890 | 39 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $7,195 | 276 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,228,326 | 45,816 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $517 | 22 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $398 | 22 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $318 | 22 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $299 | 22 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||