Position in AES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$179,702
+$20,717 QoQ
Shares Held
12,258
+1.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#488
of 696 holders
Holding Since
Dec 2024
5 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, 2026Coastwise Capital Group, LLC holds $179,702 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
|
12,258 | $179,702 |
All Filings in AES
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $179,702 | 12,258 | Shares | Sole | 2026-07-16 | |
| 2025-09-30 | $158,985 | 12,081 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $122,947 | 11,687 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $143,140 | 11,525 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $145,804 | 11,329 | Shares | Sole | 2025-01-23 | |
| No filing history on record for this holder in this stock. | ||||||