Position in AES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$359,580
-$211,218 QoQ
Shares Held
24,528
-39.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#407
of 699 holders
Holding Since
Mar 2020
21 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, 2026Baird Financial Group, Inc. holds $3,869,948 across 4 Utilities - Diversified names. AES ranks #4 (9.3% of the industry book) .
All Filings in AES
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $359,580 | 24,528 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $570,798 | 40,511 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $982,102 | 68,487 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,507,912 | 114,583 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $1,830,331 | 173,986 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,695,163 | 217,002 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $3,067,718 | 238,362 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,120,533 | 155,560 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $208,500 | 10,058 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $252,212 | 10,474 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $297,120 | 13,147 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $1,603,146 | 76,304 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,288,094 | 50,062 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $603,003 | 24,815 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $520,066 | 22,780 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $570,515 | 21,884 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $627,300 | 23,398 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $930,435 | 39,593 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $963,868 | 53,223 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $276,439 | 19,078 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $2,162,290 | 158,992 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||