Position in AES
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,984
+$250 QoQ
Shares Held
340
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#616
of 696 holders
Holding Since
Mar 2026
2 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, 2026HHM Wealth Advisors, LLC holds $58,398 across 2 Utilities - Diversified names. AES ranks #2 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
3,464 | $53,414 | |
| 2 | AES |
Aes Corp
This page
|
340 | $4,984 |
All Filings in AES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,984 | 340 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $4,734 | 336 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||