Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$271,503
-$50,340 QoQ
Shares Held
18,520
-18.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#440
of 696 holders
Holding Since
Dec 2020
19 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, 2026OAK FAMILY ADVISORS, LLC holds $271,503 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
|
18,520 | $271,503 |
All Filings in AES
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,503 | 18,520 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $321,843 | 22,842 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $441,256 | 30,771 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $605,873 | 46,039 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $3,558,968 | 338,305 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,041,223 | 244,865 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $3,414,573 | 170,218 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,172,881 | 123,670 | Shares | Sole | 2024-07-23 | |
| 2023-06-30 | $305,808 | 14,752 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $402,063 | 16,697 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $506,377 | 17,607 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $2,051,899 | 90,792 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $2,155,878 | 102,612 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $2,823,841 | 109,749 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $233,255 | 9,599 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $255,536 | 11,193 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $321,782 | 12,343 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $329,575 | 12,293 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $2,555,954 | 108,764 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||