Position in AES
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$187,985
+$7,309 QoQ
Shares Held
12,823
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#482
of 696 holders
Holding Since
Sep 2025
4 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, 2026BIRCH FINANCIAL GROUP, LLC holds $187,985 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
|
12,823 | $187,985 |
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $187,985 | 12,823 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $180,676 | 12,823 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $183,881 | 12,823 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $168,750 | 12,823 | Shares | Sole | 2025-10-31 | |
| No filing history on record for this holder in this stock. | ||||||