Position in AES
as of Mar 31, 2026
· filed Apr 7, 2026
Position Value
$868,451
-$420,112 QoQ
Shares Held
61,636
-31.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Derivatives in AES
reported options exposure · as of Mar 31, 2025CallValue
$102,900
CallShares
22,500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026U.S. Capital Wealth Advisors, LLC holds $868,451 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
|
61,636 | $868,451 |
All Filings in AES
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $868,451 | 61,636 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $1,288,563 | 89,858 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,011,661 | 76,874 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $768,675 | 73,068 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $102,900 | 22,500 | Call | Sole | 2025-04-29 | |
| 2025-03-31 | $627,185 | 50,498 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $549,845 | 42,723 | Shares | Sole | 2025-01-24 | |
| 2024-12-31 | $99,963 | 10,000 | Call | Sole | 2025-01-24 | |
| 2024-09-30 | $556,203 | 27,727 | Shares | Sole | 2024-10-22 | |
| 2022-12-31 | $143,800 | 5,000 | Shares | Sole | 2023-02-03 | |
| No filing history on record for this holder in this stock. | ||||||