Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,214,273
+$202,626 QoQ
Shares Held
82,829
+15.4% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#276
of 696 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Summit Trail Advisors, LLC holds $3,516,169 across 2 Utilities - Diversified names. AES ranks #2 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
24,829 | $2,301,896 | |
| 2 | AES |
Aes Corp
This page
|
82,829 | $1,214,273 |
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,214,273 | 82,829 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,011,647 | 71,799 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $775,033 | 54,047 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $581,316 | 44,173 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $166,452 | 13,402 | Shares | Sole | 2025-04-28 | |
| 2024-09-30 | $250,870 | 12,506 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||