Position in AES
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,304
-$457 QoQ
Shares Held
89
-28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#643
of 696 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $19,683 across 4 Utilities - Diversified names. AES ranks #3 (6.6% 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 | $1,304 | 89 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,761 | 125 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $1,792 | 125 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||