Position in AES
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$703
-$2,453 QoQ
Shares Held
48
-78.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#655
of 696 holders
Holding Since
Sep 2022
12 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, 2026Abound Wealth Management holds $2,557 across 2 Utilities - Diversified names. AES ranks #2 (27.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
20 | $1,854 | |
| 2 | AES |
Aes Corp
This page
|
48 | $703 |
All Filings in AES
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $703 | 48 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $3,156 | 224 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $3,212 | 224 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $22,937 | 1,743 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $2,356 | 224 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $2,185 | 176 | Shares | Sole | 2025-04-17 | |
| 2023-12-31 | $19 | 1 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $1,352 | 89 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $2,363 | 114 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $2,143 | 89 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $2,559 | 89 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $1,604 | 71 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||