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Advisors Asset Management, Inc.: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on AES, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 599,455 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 599,455 shares
    Change vs previous 13F -173,292 shares

    0.13% of the 13F portfolio, value $8,788,010.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 772,747 shares
    Change vs previous 13F -94,689 shares

    0.18% of the 13F portfolio, value $10,888,005.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 867,436 shares
    Change vs previous 13F +131,827 shares

    0.21% of the 13F portfolio, value $12,439,032.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 735,609 shares
    Change vs previous 13F +131,851 shares

    0.16% of the 13F portfolio, value $9,680,614.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 603,758 shares
    Change vs previous 13F +179,032 shares

    0.11% of the 13F portfolio, value $6,351,534.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 424,726 shares
    Change vs previous 13F +202,869 shares

    0.1% of the 13F portfolio, value $5,275,097.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 221,857 shares
    Change vs previous 13F +103,601 shares

    0.05% of the 13F portfolio, value $2,855,300.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F/A 118,256 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $2,372,215.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).