Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,132,059
+$100,080 QoQ
Shares Held
77,221
+5.4% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#284
of 696 holders
Holding Since
Sep 2020
24 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, 2026Mutual Advisors, LLC holds $3,291,089 across 2 Utilities - Diversified names. AES ranks #2 (34.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
23,288 | $2,159,030 | |
| 2 | AES |
Aes Corp
This page
|
77,221 | $1,132,059 |
All Filings in AES
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,132,059 | 77,221 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,031,979 | 73,242 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,046,733 | 72,994 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $951,823 | 72,327 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $767,791 | 72,984 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,074,081 | 86,480 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $954,529 | 74,167 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,393,046 | 69,444 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,245,150 | 70,868 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $1,017,527 | 56,750 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $931,738 | 48,402 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $730,588 | 48,065 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $928,227 | 44,777 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $887,588 | 36,860 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,076,975 | 37,447 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $856,992 | 37,920 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $683,959 | 32,554 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $732,301 | 28,461 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $741,830 | 30,528 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $517,441 | 22,665 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $542,725 | 20,818 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $524,376 | 19,559 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $467,861 | 19,909 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $345,067 | 19,054 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||