Position in AES
as of Mar 31, 2026
· filed Apr 29, 2026
Position Value
$2,462,326
-$5,221,160 QoQ
Shares Held
174,757
-67.4% QoQ
Ownership
0.024%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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, 2026BURNEY CO/ holds $1,394,744 across 1 Utilities - Diversified name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVA |
Avista Corp
|
34,093 | $1,394,744 |
All Filings in AES
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,462,326 | 174,757 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $7,683,486 | 535,808 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,235,473 | 93,881 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $432,435 | 41,106 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $562,663 | 45,303 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $577,193 | 44,848 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||