Position in AES
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$37,119
+$8,165 QoQ
Shares Held
2,532
+23.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#551
of 696 holders
Holding Since
Mar 2024
10 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $1,487,770 across 4 Utilities - Diversified names. AES ranks #3 (2.5% of the industry book) .
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,119 | 2,532 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $28,954 | 2,055 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $28,163 | 1,964 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $25,846 | 1,964 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $18,294 | 1,739 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $20,728 | 1,669 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $21,480 | 1,669 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $60 | 3 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $52 | 3 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $53 | 3 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||