Position in AES
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$92,020
+$57,796 QoQ
Shares Held
6,277
+158.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#529
of 696 holders
Holding Since
Dec 2021
13 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, 2026CoreCap Advisors, LLC holds $145,553 across 3 Utilities - Diversified names. AES ranks #1 (63.2% of the industry book) .
All Filings in AES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $92,020 | 6,277 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $34,224 | 2,429 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $43,636 | 3,043 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $31,886 | 2,423 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $23,964 | 2,278 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $31,695 | 2,552 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $33,075 | 2,570 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $49,267 | 2,456 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $38,812 | 2,209 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $39,446 | 2,200 | Shares | Sole | 2024-08-08 | |
| 2022-12-31 | $63,272 | 2,200 | Shares | Sole | 2023-02-10 | |
| 2022-06-30 | $46,222 | 2,200 | Shares | Sole | 2022-08-11 | |
| 2021-12-31 | $53,970 | 2,221 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||