Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$7,095
+$276 QoQ
Shares Held
484
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#602
of 696 holders
Holding Since
Mar 2020
16 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, 2026Prestige Wealth Management Group LLC holds $98,418 across 3 Utilities - Diversified names. AES ranks #2 (7.2% of the industry book) .
All Filings in AES
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,095 | 484 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $6,819 | 484 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $6,940 | 484 | Shares | Other | 2026-02-11 | |
| 2024-03-31 | $8,731 | 487 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $14,006 | 487 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $11,006 | 487 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $10,568 | 503 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $12,942 | 503 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $12,222 | 503 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $12,442 | 545 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $14,208 | 545 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $13,485 | 503 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $11,820 | 503 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $8,819 | 487 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $7,056 | 487 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,623 | 487 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||