Position in AES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$148,930
-$176,889 QoQ
Shares Held
10,159
-55.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#518
of 696 holders
Holding Since
Dec 2025
2 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, 2026AlphaCore Capital LLC holds $1,181,051 across 3 Utilities - Diversified names. AES ranks #3 (12.6% of the industry book) .
All Filings in AES
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $148,930 | 10,159 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $325,819 | 22,721 | Shares | Sole | 2026-02-05 | |
| No filing history on record for this holder in this stock. | ||||||