Position in AES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$253,823
+$9,869 QoQ
Shares Held
17,314
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#449
of 696 holders
Holding Since
Dec 2021
7 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, 2026BCS Wealth Management holds $253,823 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
17,314 | $253,823 |
All Filings in AES
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $253,823 | 17,314 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $243,954 | 17,314 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $496,565 | 34,628 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $227,852 | 17,314 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $200,448 | 19,054 | Shares | Sole | 2025-07-15 | |
| 2022-06-30 | $297,459 | 14,158 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $294,030 | 12,100 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||