Position in AES
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$149,224
-$13,501 QoQ
Shares Held
10,179
-11.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#517
of 696 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Derivatives in AES
reported options exposure · as of Dec 31, 2025CallValue
$71
CallShares
5
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026NBC SECURITIES, INC. holds $7,554,185 across 4 Utilities - Diversified names. AES ranks #2 (2.0% of the industry book) .
All Filings in AES
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $149,224 | 10,179 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $162,725 | 11,549 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $71 | 5 | Call | Sole | 2026-01-29 | |
| 2025-12-31 | $172,080 | 12,000 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $176,159 | 13,386 | Shares | Sole | 2025-11-14 | |
| 2025-09-30 | $65 | 5 | Call | Sole | 2025-11-14 | |
| 2025-06-30 | $140,136 | 13,321 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $210,245 | 16,928 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $141 | 11 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $243,448 | 12,136 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $192,356 | 10,948 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $127,625 | 7,118 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $17,325 | 900 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $13,680 | 900 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||