Position in AES
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,024,411
+$50,821 QoQ
Shares Held
69,878
+1.1% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.73%
of 13F equity value
Holder Rank
#292
of 696 holders
Holding Since
Mar 2024
9 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, 2026Cape Investment Advisory, Inc. holds $1,045,958 across 3 Utilities - Diversified names. AES ranks #1 (97.9% of the industry book) .
All Filings in AES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,024,411 | 69,878 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $973,590 | 69,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $984,455 | 68,651 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $100,276 | 9,532 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $92,603 | 7,456 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $89,806 | 6,978 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $100,641 | 5,017 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $87,270 | 4,967 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $91,443 | 5,100 | Shares | Defined | 2024-06-21 | |
| No filing history on record for this holder in this stock. | ||||||