Position in AES
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$806,300
-$151,820 QoQ
Shares Held
55,000
-19.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#324
of 696 holders
Holding Since
Mar 2025
6 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, 2026AVITY INVESTMENT MANAGEMENT INC. holds $806,300 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AES |
Aes Corp
This page
|
55,000 | $806,300 |
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $806,300 | 55,000 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $958,120 | 68,000 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,147,200 | 80,000 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,151,500 | 87,500 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $946,800 | 90,000 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,242,000 | 100,000 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||