Position in AES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$162,256
+$6,365 QoQ
Shares Held
11,068
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#507
of 696 holders
Holding Since
Dec 2022
12 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, 2026Pathway Financial Advisers, LLC holds $902,369 across 2 Utilities - Diversified names. AES ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BIPH |
Brookfield Infrastructure Partners L.P.
|
47,997 | $740,113 | |
| 2 | AES |
Aes Corp
This page
|
11,068 | $162,256 |
All Filings in AES
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $162,256 | 11,068 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $155,891 | 11,064 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $158,600 | 11,060 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $145,523 | 11,058 | Shares | Sole | 2025-11-13 | |
| 2024-12-31 | $94,156 | 7,316 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $141,061 | 7,032 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $115,925 | 6,598 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $117,961 | 6,579 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $201,586 | 10,472 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $166,055 | 10,925 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $258,444 | 10,733 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $648,636 | 22,554 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||