Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$318,429
+$62,189 QoQ
Shares Held
21,721
+19.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#421
of 696 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $751,662 across 2 Utilities - Diversified names. AES ranks #2 (42.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
4,673 | $433,233 | |
| 2 | AES |
Aes Corp
This page
|
21,721 | $318,429 |
All Filings in AES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,429 | 21,721 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $256,240 | 18,186 | Shares | Sole | 2026-04-20 | |
| No filing history on record for this holder in this stock. | ||||||