Position in AES
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$4,500
+$1,640 QoQ
Shares Held
307
+51.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#619
of 696 holders
Holding Since
Dec 2024
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, 2026Cedar Mountain Advisors, LLC holds $177,589 across 3 Utilities - Diversified names. AES ranks #3 (2.5% of the industry book) .
All Filings in AES
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,500 | 307 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $2,860 | 203 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,896 | 202 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,381 | 105 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $1,083 | 103 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,266 | 102 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,287 | 100 | Shares | Sole | 2025-01-21 | |
| No filing history on record for this holder in this stock. | ||||||