Position in AES
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$7,139
-$3,160 QoQ
Shares Held
487
-33.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#601
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, 2026KERR FINANCIAL PLANNING Corp holds $411,910 across 2 Utilities - Diversified names. AES ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
4,366 | $404,771 | |
| 2 | AES |
Aes Corp
This page
|
487 | $7,139 |
All Filings in AES
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,139 | 487 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $10,299 | 731 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $13,981 | 975 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $6,251 | 475 | Shares | Sole | 2025-11-25 | |
| No filing history on record for this holder in this stock. | ||||||