Position in AES
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$958,382
+$938,248 QoQ
Shares Held
65,374
+4474.8% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#305
of 696 holders
Holding Since
Dec 2023
11 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, 2026ROTHSCHILD INVESTMENT LLC holds $3,135,601 across 4 Utilities - Diversified names. AES ranks #2 (30.6% of the industry book) .
All Filings in AES
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $958,382 | 65,374 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $20,134 | 1,429 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $20,018 | 1,396 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $16,528 | 1,256 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $11,687 | 1,111 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $44,649 | 3,595 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $13,796 | 1,072 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $21,363 | 1,065 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $27,602 | 1,571 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $410,148 | 22,875 | Shares | Sole | 2024-07-31 | |
| 2023-12-31 | $447,562 | 23,250 | Shares | Sole | 2024-07-31 | |
| No filing history on record for this holder in this stock. | ||||||