Position in AES
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$16,389
+$6,893 QoQ
Shares Held
1,118
+65.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#573
of 696 holders
Holding Since
Mar 2021
17 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, 2026CVA Family Office, LLC holds $193,344 across 3 Utilities - Diversified names. AES ranks #2 (8.5% of the industry book) .
All Filings in AES
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,389 | 1,118 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $9,496 | 674 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,299 | 509 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $26,438 | 2,009 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $4,197 | 399 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $40,365 | 3,250 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $13,912 | 1,081 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $76,007 | 3,789 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $75,463 | 4,295 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $76,381 | 4,260 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $72,861 | 3,785 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $2,176 | 105 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $14,688 | 610 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $16,968 | 590 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $11,978 | 530 | Shares | Sole | 2022-11-22 | |
| 2021-06-30 | $2,867 | 110 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $5,496 | 205 | Shares | Sole | 2021-04-14 | |
| No filing history on record for this holder in this stock. | ||||||