Position in AES
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$94,996
+$93,883 QoQ
Shares Held
6,480
+8102.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#528
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, 2026Essential Partners LLC holds $206,523 across 4 Utilities - Diversified names. AES ranks #1 (46.0% of the industry book) .
All Filings in AES
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $94,996 | 6,480 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,113 | 79 | Shares | Sole | 2026-05-21 | |
| 2025-12-31 | $458 | 32 | Shares | Sole | 2026-05-21 | |
| 2025-09-30 | $421 | 32 | Shares | Sole | 2026-05-21 | |
| No filing history on record for this holder in this stock. | ||||||