Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$183,789
-$374,037 QoQ
Shares Held
13,044
-66.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
13 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, 2026Snowden Capital Advisors LLC holds $1,255,107 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
13,538 | $1,255,107 |
All Filings in AES
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $183,789 | 13,044 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $557,826 | 38,900 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $567,682 | 43,137 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $500,794 | 47,604 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $594,619 | 47,876 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $507,399 | 39,425 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $360,638 | 17,978 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $328,207 | 18,680 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $193,339 | 10,783 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $203,934 | 10,594 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $216,695 | 8,999 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $217,425 | 7,560 | Shares | Sole | 2023-02-13 | |
| 2021-12-31 | $16,524 | 680 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||