Position in AES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$122,806
-$1,284,094 QoQ
Shares Held
8,377
-91.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#521
of 696 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 15%
Shared 0%
None 85%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $1,503,228 across 4 Utilities - Diversified names. AES ranks #2 (8.2% of the industry book) .
All Filings in AES
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,806 | 8,377 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,406,900 | 99,851 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,428,579 | 99,622 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,301,629 | 98,908 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $854,266 | 81,204 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $953,918 | 76,805 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $990,693 | 76,977 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $29,448 | 1,468 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $31,204 | 1,776 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $15,742 | 878 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $16,901 | 878 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $6,201 | 408 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $8,976 | 433 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $10,426 | 433 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $16,565 | 576 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $13,017 | 576 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $12,521 | 596 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $15,335 | 596 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $14,482 | 596 | Shares | Sole | 2022-02-09 | |
| No filing history on record for this holder in this stock. | ||||||