Position in AES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$228,989
-$3,820 QoQ
Shares Held
15,620
-5.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#459
of 696 holders
Holding Since
Mar 2020
12 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, 2026Valeo Financial Advisors, LLC holds $513,330 across 2 Utilities - Diversified names. AES ranks #2 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
3,067 | $284,341 | |
| 2 | AES |
Aes Corp
This page
|
15,620 | $228,989 |
All Filings in AES
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,989 | 15,620 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $232,809 | 16,523 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $378,346 | 26,384 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $463,087 | 35,189 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $374,522 | 35,601 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $366,029 | 29,471 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $537,837 | 41,790 | Shares | Sole | 2025-01-30 | |
| 2022-03-31 | $840,470 | 32,665 | Shares | Sole | 2022-04-28 | |
| 2021-03-31 | $7,935 | 296 | Shares | Sole | 2021-04-12 | |
| 2020-09-30 | $70,791 | 3,909 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $61,481 | 4,243 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $13,328 | 980 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||