Position in AES
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$274,755
New position
Shares Held
19,500
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026Trask Adam Roland holds $274,755 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
|
19,500 | $274,755 |
All Filings in AES
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $274,755 | 19,500 | Shares | Sole | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||