Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$164,455
-$120,308 QoQ
Shares Held
11,218
-43.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#504
of 696 holders
Holding Since
Mar 2024
9 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, 2026Diversify Advisory Services, LLC holds $644,878 across 2 Utilities - Diversified names. AES ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
5,182 | $480,423 | |
| 2 | AES |
Aes Corp
This page
|
11,218 | $164,455 |
All Filings in AES
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,455 | 11,218 | Shares | Sole | 2026-08-10 | |
| 2025-12-31 | $284,763 | 19,858 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $284,900 | 21,649 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $273,341 | 25,983 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $259,627 | 20,904 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $256,087 | 19,898 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $298,532 | 14,882 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $321,021 | 18,271 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $729,033 | 40,660 | Shares | Sole | 2024-04-30 | |
| No filing history on record for this holder in this stock. | ||||||