Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$402,739
+$5,796 QoQ
Shares Held
27,472
-2.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#393
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, 2026World Investment Advisors holds $1,038,487 across 3 Utilities - Diversified names. AES ranks #2 (38.8% of the industry book) .
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,739 | 27,472 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $396,943 | 28,172 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $431,490 | 30,090 | Shares | Sole | 2026-03-13 | |
| 2025-09-30 | $187,319 | 14,234 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $190,895 | 18,146 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $192,224 | 15,477 | Shares | Sole | 2025-04-29 | |
| No filing history on record for this holder in this stock. | ||||||