Position in AES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,122
-$18 QoQ
Shares Held
213
-2.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#624
of 696 holders
Holding Since
Dec 2021
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, 2026Crewe Advisors LLC holds $54,549 across 3 Utilities - Diversified names. AES ranks #3 (5.7% of the industry book) .
All Filings in AES
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,122 | 213 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $3,140 | 219 | Shares | Sole | 2026-01-16 | |
| 2024-06-30 | $53,114 | 3,023 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $19,095 | 1,065 | Shares | Sole | 2024-05-14 | |
| 2023-09-30 | $15,108 | 994 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $20,543 | 991 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $13,846 | 575 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $20,419 | 710 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $24,001 | 1,062 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $18,993 | 904 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $14,794 | 575 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $13,972 | 575 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||