Position in AES
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$469
-$534 QoQ
Shares Held
32
-59.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#665
of 696 holders
Holding Since
Mar 2024
5 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, 2026LRI Investments, LLC holds $34,934 across 3 Utilities - Diversified names. AES ranks #2 (1.3% of the industry book) .
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $469 | 32 | Shares | Sole | 2026-07-14 | |
| 2024-12-31 | $1,003 | 78 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,564 | 78 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,370 | 78 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $1,398 | 78 | Shares | Sole | 2024-05-21 | |
| No filing history on record for this holder in this stock. | ||||||