Position in AES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$812,794
+$95,346 QoQ
Shares Held
55,443
+8.9% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.65%
of 13F equity value
Holder Rank
#323
of 696 holders
Holding Since
Dec 2024
7 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, 2026A&I FINANCIAL SERVICES, LLC holds $812,794 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
55,443 | $812,794 |
All Filings in AES
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $812,794 | 55,443 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $717,448 | 50,919 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $753,065 | 52,515 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $650,077 | 49,398 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $532,648 | 50,632 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $580,560 | 46,744 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $366,009 | 28,439 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||