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Disclosery

CAPTRUST FINANCIAL ADVISORS: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AES, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 219,184 AES shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 219,184 shares
    Change vs previous 13F +44,773 shares

    <0.01% of the 13F portfolio, value $3,213,238.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 174,411 shares
    Change vs previous 13F +11,506 shares

    <0.01% of the 13F portfolio, value $2,457,455.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 162,905 shares
    Change vs previous 13F +49,215 shares

    <0.01% of the 13F portfolio, value $2,336,063.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 113,690 shares
    Change vs previous 13F +68,773 shares

    <0.01% of the 13F portfolio, value $1,496,162.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 44,917 shares
    Change vs previous 13F -3,390 shares

    <0.01% of the 13F portfolio, value $472,526.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 48,307 shares
    Change vs previous 13F +937 shares

    <0.01% of the 13F portfolio, value $599,967.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 47,370 shares
    Change vs previous 13F -8,202 shares

    <0.01% of the 13F portfolio, value $609,658.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 55,572 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,114,775.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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