Position in AES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$2,580
+$2,116 QoQ
Shares Held
176
+433.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#628
of 696 holders
Holding Since
Sep 2022
9 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, 2026Activest Wealth Management holds $9,347 across 2 Utilities - Diversified names. AES ranks #2 (27.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
73 | $6,767 | |
| 2 | AES |
Aes Corp
This page
|
176 | $2,580 |
All Filings in AES
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,580 | 176 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $464 | 33 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $143 | 10 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $131 | 10 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $0 | 0 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $782 | 63 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $0 | 0 | Shares | Sole | 2025-01-28 | |
| 2022-12-31 | $19,413 | 675 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $15,255 | 675 | Shares | Sole | 2022-10-13 | |
| No filing history on record for this holder in this stock. | ||||||