Position in AES
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$255,787
-$114,302 QoQ
Shares Held
17,448
+22.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#448
of 696 holders
Holding Since
Sep 2020
5 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, 2026Beacon Pointe Advisors, LLC holds $3,062,912 across 4 Utilities - Diversified names. AES ranks #4 (8.4% of the industry book) .
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $255,787 | 17,448 | Shares | Sole | 2026-08-18 | |
| 2021-06-30 | $370,089 | 14,196 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $372,900 | 13,909 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $338,917 | 14,422 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $344,325 | 19,013 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||