Position in AES
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$115,642,446
+$11,245,116 QoQ
Shares Held
7,888,298
+6.5% QoQ
Ownership
1.11%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#18
of 696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 88%
Shared 7%
None 5%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $441,531,492 across 5 Utilities - Diversified names. AES ranks #2 (26.2% of the industry book) .
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,642,446 | 7,888,298 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $104,397,330 | 7,409,321 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $100,688,136 | 7,021,488 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $86,831,770 | 6,598,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $64,935,592 | 6,172,585 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $73,368,216 | 5,907,264 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,355,759 | 4,301,147 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $64,975,802 | 3,239,073 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $55,042,310 | 3,132,744 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,204,658 | 2,688,492 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $49,270,701 | 2,559,517 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $38,752,627 | 2,549,515 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $52,049,275 | 2,510,819 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $59,821,387 | 2,484,277 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $71,418,699 | 2,483,265 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $55,386,610 | 2,450,735 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $50,806,359 | 2,418,199 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $62,624,607 | 2,433,914 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $58,908,910 | 2,424,235 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $58,941,238 | 2,581,745 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $69,081,380 | 2,649,842 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $71,864,070 | 2,680,495 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $65,093,966 | 2,769,956 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $48,851,815 | 2,697,505 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $38,430,653 | 2,652,219 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $36,979,229 | 2,719,061 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||