Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,782,511
+$261,557 QoQ
Shares Held
189,803
+6.1% QoQ
Ownership
0.027%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#204
of 696 holders
Holding Since
Jun 2025
5 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, 2026COZAD ASSET MANAGEMENT INC holds $2,782,511 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
|
189,803 | $2,782,511 |
All Filings in AES
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,782,511 | 189,803 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,520,954 | 178,918 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $2,609,851 | 181,998 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,347,717 | 178,398 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,882,953 | 178,988 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||