Position in AES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$432,851
+$116,742 QoQ
Shares Held
29,526
+31.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#384
of 696 holders
Holding Since
Dec 2023
7 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Apollon Wealth Management, LLC holds $2,197,224 across 3 Utilities - Diversified names. AES ranks #3 (19.7% of the industry book) .
All Filings in AES
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $432,851 | 29,526 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $316,109 | 22,435 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $313,429 | 21,857 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $212,981 | 16,184 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $175,336 | 16,667 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $173,432 | 13,964 | Shares | Sole | 2025-05-02 | |
| 2023-12-31 | $214,676 | 11,152 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||