Position in AES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$102,292
+$27,677 QoQ
Shares Held
6,978
+31.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 696 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $667,249 across 5 Utilities - Diversified names. AES ranks #2 (15.3% of the industry book) .
All Filings in AES
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102,292 | 6,978 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $74,615 | 5,296 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $47,173 | 3,290 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $41,333 | 3,141 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $49,967 | 4,750 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $66,569 | 5,360 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $81,014 | 6,295 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $64,490 | 3,215 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $55,237 | 3,144 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $54,380 | 3,033 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $96,036 | 4,989 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $53,958 | 3,550 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $46,641 | 2,250 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $51,386 | 2,134 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $58,381 | 2,030 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $21,311 | 943 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,940 | 140 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $2,623 | 102 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $1,093 | 45 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||