Position in AES
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$983,993
-$22,540 QoQ
Shares Held
67,121
-6.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#300
of 696 holders
Holding Since
Mar 2024
10 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, 2026JONES FINANCIAL COMPANIES LLLP holds $37,736,254 across 6 Utilities - Diversified names. AES ranks #2 (2.6% of the industry book) .
All Filings in AES
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $983,993 | 67,121 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,006,533 | 71,436 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,284,749 | 89,592 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,208,245 | 91,812 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $810,850 | 77,077 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $675,734 | 54,407 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $194,645 | 15,124 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $165,775 | 8,264 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $41,957 | 2,388 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $14,523 | 810 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||