Position in AES
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$152,757
+$5,940 QoQ
Shares Held
10,420
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#515
of 696 holders
Holding Since
Dec 2020
23 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, 2026Seneca Financial Advisors LLC holds $152,757 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
10,420 | $152,757 |
All Filings in AES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $152,757 | 10,420 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $146,817 | 10,420 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $149,422 | 10,420 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $137,127 | 10,420 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $109,618 | 10,420 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $129,354 | 10,415 | Shares | Sole | 2025-08-27 | |
| 2024-12-31 | $133,848 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2024-09-30 | $208,624 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2024-06-30 | $182,728 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2024-03-31 | $186,472 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2023-12-31 | $200,200 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2023-09-30 | $158,080 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2023-06-30 | $215,592 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2023-03-31 | $250,432 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2022-12-31 | $299,104 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2022-09-30 | $235,040 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2022-06-30 | $218,504 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2022-03-31 | $267,592 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2021-12-31 | $252,720 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2021-09-30 | $237,432 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2021-06-30 | $271,128 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2021-03-31 | $278,824 | 10,400 | Shares | Sole | 2025-08-27 | |
| 2020-12-31 | $244,400 | 10,400 | Shares | Sole | 2025-08-27 | |
| No filing history on record for this holder in this stock. | ||||||