Position in AES
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$3,951,822
-$83,267 QoQ
Shares Held
280,470
-0.3% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026CWA Asset Management Group, LLC holds $13,925,548 across 4 Utilities - Diversified names. AES ranks #2 (28.4% of the industry book) .
All Filings in AES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,951,822 | 280,470 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,035,089 | 281,387 | Shares | Sole | 2026-01-07 | |
| 2024-09-30 | $346,817 | 17,289 | Shares | Sole | 2024-11-01 | |
| No filing history on record for this holder in this stock. | ||||||