Position in AES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,495
+$354 QoQ
Shares Held
102
+25.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#637
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, 2026Bay Harbor Wealth Management, LLC holds $11,070 across 3 Utilities - Diversified names. AES ranks #2 (13.5% 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 | $1,495 | 102 | Shares | Other | 2026-07-28 | |
| 2026-03-31 | $1,141 | 81 | Shares | Other | 2026-04-14 | |
| 2025-12-31 | $645 | 45 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $526 | 40 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $63 | 6 | Shares | Sole | 2025-07-22 | |
| No filing history on record for this holder in this stock. | ||||||