Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,964,371
-$46,347 QoQ
Shares Held
270,421
-5.0% QoQ
Ownership
0.038%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#169
of 696 holders
Holding Since
Dec 2023
11 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, 2026TRITONPOINT WEALTH, LLC holds $5,665,258 across 2 Utilities - Diversified names. AES ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
270,421 | $3,964,371 | |
| 2 | BIPH |
Brookfield Infrastructure Partners L.P.
|
110,304 | $1,700,887 |
All Filings in AES
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,964,371 | 270,421 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $4,010,718 | 284,650 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $4,087,100 | 285,014 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $4,225,412 | 321,080 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $3,261,315 | 310,011 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,554,202 | 366,683 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $3,949,506 | 306,877 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $5,187,315 | 258,590 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,743,499 | 213,062 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $3,601,276 | 200,852 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $3,499,707 | 181,803 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||