Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$162,181
New position
Shares Held
11,063
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#508
of 696 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 69%
Shared 0%
None 31%
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Modern Wealth Management, LLC holds $559,162 across 2 Utilities - Diversified names. AES ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
4,282 | $396,981 | |
| 2 | AES |
Aes Corp
This page
|
11,063 | $162,181 |
All Filings in AES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,181 | 11,063 | Shares | Other | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||