Position in AES
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,056
New position
Shares Held
75
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Cassaday & Co Wealth Management LLC holds $74,538 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
804 | $74,538 |
All Filings in AES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,056 | 75 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||