Position in AES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,153
+$2,003 QoQ
Shares Held
1,784
+4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#562
of 696 holders
Holding Since
Jun 2024
9 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, 2026Bogart Wealth, LLC holds $60,553 across 3 Utilities - Diversified names. AES ranks #2 (43.2% of the industry book) .
All Filings in AES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,153 | 1,784 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,150 | 1,714 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $23,073 | 1,609 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $24,596 | 1,869 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,881 | 369 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,160 | 335 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $13,011 | 1,011 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $5,416 | 270 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $2,108 | 120 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||