Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,916,641
+$4,346,504 QoQ
Shares Held
335,378
+728.8% QoQ
Ownership
0.047%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#153
of 696 holders
Holding Since
Mar 2020
5 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 Jun 30, 2026Wealthspire Advisors, LLC holds $5,452,962 across 3 Utilities - Diversified names. AES ranks #1 (90.2% of the industry book) .
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,916,641 | 335,378 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $570,137 | 40,464 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $672,373 | 46,888 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $504,396 | 38,328 | Shares | Sole | 2025-11-14 | |
| 2020-03-31 | $150,035 | 11,032 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||