Position in AES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$5,045,033
-$111,132 QoQ
Shares Held
344,136
-6.0% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#150
of 696 holders
Holding Since
Mar 2020
24 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 Jun 30, 2026Swiss Life Asset Management Ltd holds $16,921,863 across 4 Utilities - Diversified names. AES ranks #2 (29.8% of the industry book) .
All Filings in AES
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,045,033 | 344,136 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $5,156,165 | 365,945 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,890,298 | 341,025 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $12,628,809 | 959,636 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $10,250,540 | 974,386 | Shares | Sole | 2025-12-02 | |
| 2025-03-31 | $12,010,711 | 967,046 | Shares | Sole | 2025-12-02 | |
| 2024-12-31 | $12,658,700 | 983,582 | Shares | Sole | 2025-12-09 | |
| 2024-09-30 | $251,532 | 12,539 | Shares | Sole | 2025-12-09 | |
| 2023-12-31 | $287,691 | 14,945 | Shares | Defined | 2025-12-09 | |
| 2023-09-30 | $399,942 | 26,312 | Shares | Defined | 2025-12-09 | |
| 2023-06-30 | $564,851 | 27,248 | Shares | Defined | 2025-12-09 | |
| 2023-03-31 | $283,614 | 11,778 | Shares | Defined | 2025-12-09 | |
| 2022-12-31 | $7,271,332 | 252,828 | Shares | Sole | 2025-12-09 | |
| 2022-09-30 | $5,850,168 | 258,857 | Shares | Sole | 2025-12-09 | |
| 2022-06-30 | $5,239,851 | 249,398 | Shares | Sole | 2025-12-09 | |
| 2022-03-31 | $7,572,261 | 294,297 | Shares | Sole | 2025-12-09 | |
| 2021-12-31 | $7,088,431 | 291,705 | Shares | Sole | 2025-12-29 | |
| 2021-09-30 | $7,684,943 | 336,616 | Shares | Sole | 2025-12-29 | |
| 2021-06-30 | $8,068,795 | 309,505 | Shares | Sole | 2025-12-29 | |
| 2021-03-31 | $4,489,227 | 167,446 | Shares | Sole | 2025-12-29 | |
| 2020-12-31 | $4,011,003 | 170,681 | Shares | Sole | 2025-12-29 | |
| 2020-09-30 | $19,861,255 | 1,096,701 | Shares | Sole | 2025-12-29 | |
| 2020-06-30 | $15,920,713 | 1,098,738 | Shares | Defined | 2025-12-29 | |
| 2020-03-31 | $16,414,668 | 1,206,961 | Shares | Defined | 2025-12-29 | |
| No filing history on record for this holder in this stock. | ||||||