Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,004
+$348 QoQ
Shares Held
1,501
-2.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#568
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, 2026Basecamp Wealth Advisors LLC holds $234,121 across 3 Utilities - Diversified names. AES ranks #2 (9.4% 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 | $22,004 | 1,501 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $21,656 | 1,537 | Shares | Sole | 2026-06-24 | |
| 2025-12-31 | $22,614 | 1,577 | Shares | Sole | 2026-06-24 | |
| No filing history on record for this holder in this stock. | ||||||