Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$4,060,482
-$136,280 QoQ
Shares Held
276,977
-7.0% QoQ
Ownership
0.039%
of shares outstanding
% of Portfolio
2.28%
of 13F equity value
Holder Rank
#167
of 696 holders
Holding Since
Mar 2025
6 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, 2026Carson Advisory Inc. holds $4,060,482 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
276,977 | $4,060,482 |
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,060,482 | 276,977 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,196,762 | 297,854 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,347,457 | 303,170 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,013,523 | 304,979 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $3,130,068 | 297,535 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,774,818 | 142,900 | Shares | Sole | 2025-05-02 | |
| No filing history on record for this holder in this stock. | ||||||