Position in AES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$12,461
+$485 QoQ
Shares Held
850
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#582
of 696 holders
Holding Since
Jun 2025
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, 2026Costello Asset Management, INC holds $63,721 across 2 Utilities - Diversified names. AES ranks #2 (19.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
1,253 | $51,260 | |
| 2 | AES |
Aes Corp
This page
|
850 | $12,461 |
All Filings in AES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,461 | 850 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $11,976 | 850 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $12,189 | 850 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $11,186 | 850 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $8,500 | 808 | Shares | Sole | 2025-07-24 | |
| No filing history on record for this holder in this stock. | ||||||