Position in AES
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,111
+$83 QoQ
Shares Held
144
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#631
of 696 holders
Holding Since
Dec 2023
11 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, 2026Bruce G. Allen Investments, LLC holds $38,267 across 2 Utilities - Diversified names. AES ranks #2 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
390 | $36,156 | |
| 2 | AES |
Aes Corp
This page
|
144 | $2,111 |
All Filings in AES
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,111 | 144 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,028 | 144 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,064 | 144 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,895 | 144 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,514 | 144 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $2,508 | 202 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $4,221 | 328 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $9,067 | 452 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $7,484 | 426 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $7,512 | 419 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $12,936 | 672 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||