Position in AES
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$659
+$138 QoQ
Shares Held
45
+21.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#660
of 699 holders
Holding Since
Sep 2023
11 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, 2026Cornerstone Planning Group LLC holds $380,441 across 5 Utilities - Diversified names. AES ranks #5 (0.2% of the industry book) .
All Filings in AES
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $659 | 45 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $521 | 37 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $473 | 33 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $315 | 24 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,020 | 97 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $849 | 66 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,985 | 99 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $1,739 | 99 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,775 | 99 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $154 | 8 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $121 | 8 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||