Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,332,071
+$1,971,342 QoQ
Shares Held
227,290
+235.1% QoQ
Ownership
0.032%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#184
of 696 holders
Holding Since
Sep 2022
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026IEQ CAPITAL, LLC holds $14,341,571 across 4 Utilities - Diversified names. AES ranks #3 (23.2% of the industry book) .
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332,071 | 227,290 | Shares | Other | 2026-08-11 | |
| 2024-09-30 | $1,360,729 | 67,833 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,116,995 | 63,574 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $923,538 | 51,508 | Shares | Other | 2024-05-09 | |
| 2023-12-31 | $655,385 | 34,046 | Shares | Other | 2024-02-07 | |
| 2023-09-30 | $289,332 | 19,035 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $278,383 | 13,429 | Shares | Other | 2023-08-08 | |
| 2023-03-31 | $676,382 | 28,089 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $731,769 | 25,444 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $306,727 | 13,572 | Shares | Other | 2022-11-04 | |
| No filing history on record for this holder in this stock. | ||||||