Position in AES
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$37,573
+$2,575 QoQ
Shares Held
2,563
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#550
of 696 holders
Holding Since
Jun 2024
9 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, 2026Cromwell Holdings LLC holds $201,205 across 2 Utilities - Diversified names. AES ranks #2 (18.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
1,765 | $163,632 | |
| 2 | AES |
Aes Corp
This page
|
2,563 | $37,573 |
All Filings in AES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,573 | 2,563 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $34,998 | 2,484 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $35,620 | 2,484 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $32,688 | 2,484 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $7,858 | 747 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $10,668 | 859 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,647 | 128 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $34,563 | 1,723 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $19,028 | 1,083 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||