Position in AES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$237,858
New position
Shares Held
16,225
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#455
of 696 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 1%
Shared 0%
None 99%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026NorthCrest Asset Manangement, LLC holds $468,891 across 2 Utilities - Diversified names. AES ranks #1 (50.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
16,225 | $237,858 | |
| 2 | SRE |
Sempra
|
2,492 | $231,033 |
All Filings in AES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $237,858 | 16,225 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||