Position in AES
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$485,279
+$22,417 QoQ
Shares Held
33,103
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#375
of 696 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $16,979,189 across 2 Utilities - Diversified names. AES ranks #2 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
177,909 | $16,493,910 | |
| 2 | AES |
Aes Corp
This page
|
33,103 | $485,279 |
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,279 | 33,103 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $462,862 | 32,851 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $426,738 | 29,759 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $400,597 | 30,441 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $292,462 | 27,801 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,889,363 | 152,124 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,554,050 | 120,751 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,819,414 | 90,699 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,988,193 | 113,159 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $1,700,938 | 94,866 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $200,546 | 10,418 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,402,108 | 92,244 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,799,177 | 86,791 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $1,785,243 | 74,138 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $3,563,277 | 123,897 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $3,002,184 | 132,840 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $2,714,870 | 129,218 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $2,848,851 | 110,721 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,312,412 | 95,161 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $1,949,476 | 85,391 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,092,664 | 80,271 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $2,181,154 | 81,356 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,259,360 | 96,143 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,737,600 | 95,947 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $2,005,923 | 138,435 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,521,105 | 111,846 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||