Venturi Wealth Management, LLC
Holdings in AESI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $10,232,512 | 1,086,254 | Shares | Sole | 2026-01-22 |
| 2025-09-30 | $12,350,707 | 1,086,254 | Shares | Sole | 2025-10-23 |
| 2025-06-30 | $14,523,215 | 1,086,254 | Shares | Other | 2025-07-23 |
| 2025-03-31 | $19,378,771 | 1,086,254 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $24,093,113 | 1,086,254 | Shares | Sole | 2025-01-31 |
| 2024-09-30 | $26,220,037 | 1,202,754 | Shares | Sole | 2024-11-04 |
| 2024-06-30 | $23,970,887 | 1,202,754 | Shares | Sole | 2024-07-19 |
| 2024-03-31 | $32,105,742 | 1,419,352 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $27,962,610 | 1,623,845 | Shares | Sole | 2024-01-23 |