Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$208,222
+$40,158 QoQ
Shares Held
14,778
+26.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
6 quarters on record
Voting authority
Sole 5%
Shared 0%
None 95%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026IHT Wealth Management, LLC holds $629,870 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
6,794 | $629,870 |
All Filings in AES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $208,222 | 14,778 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $168,064 | 11,720 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $157,183 | 11,944 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $142,893 | 13,583 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $304,631 | 15,186 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $193,173 | 10,035 | Shares | Sole | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||