Position in AES
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$27,854
+$25,389 QoQ
Shares Held
1,900
+985.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#560
of 696 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $53,501 across 4 Utilities - Diversified names. AES ranks #1 (52.1% of the industry book) .
All Filings in AES
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,854 | 1,900 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,465 | 175 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,792 | 125 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,764 | 438 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $694 | 66 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,006 | 81 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $270 | 21 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $601 | 30 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $439 | 25 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $304 | 17 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $269 | 14 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $288 | 19 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $290 | 14 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $433 | 18 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $373 | 13 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||