Position in AES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$167,431
+$6,510 QoQ
Shares Held
11,421
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#501
of 696 holders
Holding Since
Sep 2020
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026JEPPSON WEALTH MANAGEMENT, LLC holds $2,254,333 across 2 Utilities - Diversified names. AES ranks #2 (7.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
22,510 | $2,086,902 | |
| 2 | AES |
Aes Corp
This page
|
11,421 | $167,431 |
All Filings in AES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,431 | 11,421 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $160,921 | 11,421 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $163,777 | 11,421 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $150,300 | 11,421 | Shares | Sole | 2025-10-15 | |
| 2020-09-30 | $22,094 | 1,220 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||