Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,729
-$1,144 QoQ
Shares Held
118
-42.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#634
of 696 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 50%
Shared 0%
None 50%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Synergy Investment Management, LLC holds $9,887 across 2 Utilities - Diversified names. AES ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
88 | $8,158 | |
| 2 | AES |
Aes Corp
This page
|
118 | $1,729 |
All Filings in AES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,729 | 118 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,873 | 204 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $1,465 | 118 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,518 | 118 | Shares | Sole | 2025-02-06 | |
| No filing history on record for this holder in this stock. | ||||||