Position in AES
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$370,898
+$100,709 QoQ
Shares Held
25,300
+31.9% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#402
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, 2026Farther Finance Advisors, LLC holds $2,436,404 across 6 Utilities - Diversified names. AES ranks #2 (15.2% of the industry book) .
All Filings in AES
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,898 | 25,300 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $270,189 | 19,176 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $197,031 | 13,740 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $64,312 | 4,887 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $46,435 | 4,414 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $49,506 | 3,986 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $59,729 | 4,641 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $108,604 | 5,414 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $95,949 | 5,461 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $69,658 | 3,885 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $71,995 | 3,740 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $20,900 | 1,375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $23,632 | 1,140 | Shares | Sole | 2024-05-14 | |
| 2023-03-31 | $26,825 | 1,114 | Shares | Sole | 2024-05-14 | |
| 2022-12-31 | $31,981 | 1,112 | Shares | Sole | 2023-09-12 | |
| No filing history on record for this holder in this stock. | ||||||