Position in AES
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,881
+$3,698 QoQ
Shares Held
333
+296.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#617
of 696 holders
Holding Since
Mar 2023
14 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, 2026ELEVATION WEALTH PARTNERS, LLC holds $13,410 across 2 Utilities - Diversified names. AES ranks #2 (36.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
92 | $8,529 | |
| 2 | AES |
Aes Corp
This page
|
333 | $4,881 |
All Filings in AES
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,881 | 333 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,183 | 84 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $803 | 56 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $736 | 56 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $5 | 0 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $6 | 0 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $7 | 0 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $10 | 0 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $9 | 0 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $9 | 0 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $8 | 0 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8 | 0 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $10 | 0 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $12 | 0 | Shares | Sole | 2023-05-04 | |
| No filing history on record for this holder in this stock. | ||||||