Position in AES
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$351,663
-$7,561 QoQ
Shares Held
23,988
-5.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#407
of 696 holders
Holding Since
Mar 2024
10 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, 2026Compound Planning, Inc. holds $1,064,787 across 2 Utilities - Diversified names. AES ranks #2 (33.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
7,692 | $713,124 | |
| 2 | AES |
Aes Corp
This page
|
23,988 | $351,663 |
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $351,663 | 23,988 | Shares | Other | 2026-08-04 | |
| 2026-03-31 | $359,224 | 25,495 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $583,493 | 40,690 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $485,472 | 36,890 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $111,827 | 10,630 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $201,253 | 16,204 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $152,818 | 11,874 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $443,546 | 22,111 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $355,072 | 20,209 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $313,936 | 17,509 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||