Position in AES
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$2,365,537
+$264,535 QoQ
Shares Held
161,360
+8.2% QoQ
Ownership
0.023%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#218
of 696 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Envestnet Portfolio Solutions, Inc. holds $4,123,749 across 4 Utilities - Diversified names. AES ranks #1 (57.4% of the industry book) .
All Filings in AES
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,365,537 | 161,360 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $2,101,002 | 149,113 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,325,116 | 92,407 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $216,284 | 16,435 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $8,834,801 | 839,810 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $6,751,263 | 543,580 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $268,777 | 20,884 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $354,420 | 17,668 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $338,802 | 19,283 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $2,312,252 | 128,960 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $2,812,752 | 146,117 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,760,616 | 115,830 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||