Position in AES
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$598,816
-$66,964 QoQ
Shares Held
40,847
-13.6% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#352
of 696 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 60%
Shared 0%
None 40%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026TRUIST FINANCIAL CORP holds $9,905,016 across 4 Utilities - Diversified names. AES ranks #3 (6.0% of the industry book) .
All Filings in AES
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,816 | 40,847 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $665,780 | 47,252 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,692,478 | 118,025 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,699,047 | 129,107 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,472,251 | 139,948 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $905,901 | 72,939 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $996,755 | 77,448 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $2,249,066 | 112,117 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,094,536 | 119,211 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $2,138,079 | 119,246 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,816,560 | 250,211 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $4,284,954 | 281,905 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $8,210,343 | 396,061 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $54,412,321 | 2,259,648 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $59,649,791 | 2,074,054 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $41,181,153 | 1,822,175 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $939,923 | 44,737 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $1,185,355 | 46,069 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $1,864,465 | 76,727 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,402,992 | 105,256 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $2,762,479 | 105,964 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,747,861 | 102,494 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,699,147 | 242,517 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $3,186,580 | 175,957 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $1,694,632 | 116,952 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $2,268,083 | 166,771 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||