Position in AES
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$146,381
+$9,314 QoQ
Shares Held
10,389
-5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
2 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Ethic Inc. holds $10,855,970 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
117,096 | $10,855,970 |
All Filings in AES
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,381 | 10,389 | Shares | Sole | 2026-04-27 | |
| 2025-03-31 | $137,067 | 11,036 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||