Position in AES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$9,675
+$376 QoQ
Shares Held
660
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#591
of 696 holders
Holding Since
Mar 2025
6 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, 2026Aventura Private Wealth, LLC holds $52,599 across 2 Utilities - Diversified names. AES ranks #2 (18.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
463 | $42,924 | |
| 2 | AES |
Aes Corp
This page
|
660 | $9,675 |
All Filings in AES
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,675 | 660 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $9,299 | 660 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,464 | 660 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $8,685 | 660 | Shares | Sole | 2026-01-07 | |
| 2025-06-30 | $98,888 | 9,400 | Shares | Sole | 2026-01-07 | |
| 2025-03-31 | $397 | 32 | Shares | Sole | 2026-01-07 | |
| No filing history on record for this holder in this stock. | ||||||