Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$3,313
+$1,609 QoQ
Shares Held
226
+86.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#622
of 696 holders
Holding Since
Mar 2025
6 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, 2026Rialto Wealth Management, LLC holds $7,640 across 4 Utilities - Diversified names. AES ranks #1 (43.4% of the industry book) .
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,313 | 226 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,704 | 121 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,563 | 109 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $1,316 | 100 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $599 | 57 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $471 | 38 | Shares | Sole | 2025-04-10 | |
| No filing history on record for this holder in this stock. | ||||||