Position in AES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$152,214
-$13,061 QoQ
Shares Held
10,383
-11.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#516
of 696 holders
Holding Since
Jun 2025
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, 2026FSM Wealth Advisors, LLC holds $152,214 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
|
10,383 | $152,214 |
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,214 | 10,383 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $165,275 | 11,730 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $305,140 | 21,279 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $238,024 | 18,087 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $136,076 | 12,935 | Shares | Sole | 2025-07-31 | |
| No filing history on record for this holder in this stock. | ||||||