Position in AES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$964,041
-$110,110 QoQ
Shares Held
65,760
-13.7% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
1.06%
of 13F equity value
Holder Rank
#304
of 696 holders
Holding Since
Sep 2025
4 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, 2026WJ Financial Advisors LLC holds $964,041 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
|
65,760 | $964,041 |
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $964,041 | 65,760 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,074,151 | 76,235 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,103,463 | 76,950 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,105,571 | 84,010 | Shares | Defined | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||