Position in AES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$21,740
+$845 QoQ
Shares Held
1,483
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#569
of 696 holders
Holding Since
Mar 2025
6 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, 2026Moisand Fitzgerald Tamayo, LLC holds $21,740 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
|
1,483 | $21,740 |
All Filings in AES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $21,740 | 1,483 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $20,895 | 1,483 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $21,266 | 1,483 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $19,516 | 1,483 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $15,601 | 1,483 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $18,418 | 1,483 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||