Position in AES
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$164,455
-$596,278 QoQ
Shares Held
11,218
-79.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#505
of 696 holders
Holding Since
Jun 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 WEALTH MANAGEMENT, 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 | 2026-07-30 | |
| 2026-03-31 | $760,733 | 53,991 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $560,005 | 39,052 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $553,022 | 42,023 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $522,044 | 49,624 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $608,194 | 48,969 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $695,636 | 54,051 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $792,149 | 39,489 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $747,902 | 42,567 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||