Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,772
+$1,362 QoQ
Shares Held
462
+20.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#606
of 696 holders
Holding Since
Dec 2025
3 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, 2026Keating Financial Advisory Services, Inc. holds $147,318 across 3 Utilities - Diversified names. AES ranks #2 (4.6% of the industry book) .
All Filings in AES
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,772 | 462 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,410 | 384 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,911 | 203 | Shares | Sole | 2026-02-09 | |
| No filing history on record for this holder in this stock. | ||||||