Position in AES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$102
+$4 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#687
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, 2026Smallwood Wealth Investment Management, LLC holds $1,088 across 2 Utilities - Diversified names. AES ranks #2 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
64 | $986 | |
| 2 | AES |
Aes Corp
This page
|
7 | $102 |
All Filings in AES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $102 | 7 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $98 | 7 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $100 | 7 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $92 | 7 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $73 | 7 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $86 | 7 | Shares | Sole | 2025-04-25 | |
| No filing history on record for this holder in this stock. | ||||||