Position in AES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,022,071
-$1,203,970 QoQ
Shares Held
206,144
-31.3% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#193
of 696 holders
Holding Since
Jun 2021
17 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, 2026Cetera Investment Advisers holds $26,074,902 across 5 Utilities - Diversified names. AES ranks #2 (11.6% of the industry book) .
All Filings in AES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,022,071 | 206,144 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $4,226,041 | 299,932 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $4,366,630 | 304,507 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,693,286 | 204,657 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,569,447 | 149,187 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,389,868 | 192,421 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,899,727 | 147,609 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,955,529 | 97,484 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,766,066 | 100,516 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,358,233 | 75,752 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $351,870 | 18,279 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $186,306 | 12,257 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $224,920 | 10,850 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $1,066,021 | 44,270 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $555,787 | 19,325 | Shares | Sole | 2023-02-14 | |
| 2021-12-31 | $291,794 | 12,008 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $737,676 | 28,296 | Shares | Sole | 2021-08-13 | |
| No filing history on record for this holder in this stock. | ||||||