Position in AES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$291,059
-$8,593 QoQ
Shares Held
19,854
-6.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#434
of 696 holders
Holding Since
Mar 2020
26 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, 2026SeaCrest Wealth Management, LLC holds $572,619 across 2 Utilities - Diversified names. AES ranks #1 (50.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
19,854 | $291,059 | |
| 2 | SRE |
Sempra
|
3,037 | $281,560 |
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $291,059 | 19,854 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $299,652 | 21,267 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $289,323 | 20,176 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $298,034 | 22,647 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $255,194 | 24,258 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $263,825 | 21,242 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $249,986 | 19,424 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $527,598 | 26,301 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $447,595 | 25,475 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $446,941 | 24,927 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $426,387 | 22,150 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $357,914 | 23,547 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $457,241 | 22,057 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $543,437 | 22,568 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $648,681 | 22,555 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $509,494 | 22,544 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $493,756 | 23,501 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $641,603 | 24,936 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $540,261 | 22,233 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $525,386 | 23,013 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $520,148 | 19,952 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $567,889 | 21,182 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $487,272 | 20,735 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $400,846 | 22,134 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $293,031 | 20,223 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $248,988 | 18,308 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||