Position in AES
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$12,314
+$479 QoQ
Shares Held
840
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#584
of 696 holders
Holding Since
Dec 2020
23 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, 2026MONTAG A & ASSOCIATES INC holds $234,967 across 3 Utilities - Diversified names. AES ranks #2 (5.2% of the industry book) .
All Filings in AES
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,314 | 840 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $11,835 | 840 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $69,405 | 4,840 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $11,054 | 840 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $8,836 | 840 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $10,432 | 840 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $10,810 | 840 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $16,850 | 840 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $14,758 | 840 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $15,061 | 840 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $16,170 | 840 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $12,768 | 840 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $17,413 | 840 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $20,227 | 840 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $24,158 | 840 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $18,984 | 840 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $17,648 | 840 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $21,613 | 840 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $20,412 | 840 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $19,177 | 840 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $21,898 | 840 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $22,520 | 840 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $19,740 | 840 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||