Position in AES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$90,598
-$1,029 QoQ
Shares Held
6,180
-5.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#530
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, 2026Clearstead Trust, LLC holds $456,144 across 2 Utilities - Diversified names. AES ranks #2 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
23,706 | $365,546 | |
| 2 | AES |
Aes Corp
This page
|
6,180 | $90,598 |
All Filings in AES
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $90,598 | 6,180 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $91,627 | 6,503 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $248,368 | 17,320 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $230,550 | 17,519 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $192,978 | 18,344 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $222,342 | 17,902 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $233,204 | 18,120 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $594,959 | 29,659 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $527,433 | 30,019 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $538,240 | 30,019 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $630,456 | 32,751 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,085,553 | 71,418 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,480,495 | 71,418 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $1,719,745 | 71,418 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $2,053,981 | 71,418 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,614,046 | 71,418 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,500,492 | 71,418 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,837,585 | 71,418 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,803,303 | 74,210 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $1,720,468 | 75,360 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,073,633 | 79,541 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,186,114 | 81,541 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,918,037 | 166,725 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,481,651 | 81,814 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $1,185,484 | 81,814 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $1,024,338 | 75,319 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||