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Disclosery

Horizon Investments, LLC: AES position timeline

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

Horizon Investments, LLC held 12,804 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 12,804 shares
    Change vs previous 13F -272 shares

    <0.01% of the 13F portfolio, value $185,530.

    13F-HR 0001560717-26-000008 filed by Horizon Investments, LLC
    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 13,076 shares
    Change vs previous 13F -529,452 shares

    <0.01% of the 13F portfolio, value $182,018.

    13F-HR 0001560717-26-000007 filed by Horizon Investments, LLC
    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 542,528 shares
    Change vs previous 13F +531,251 shares

    0.1% of the 13F portfolio, value $7,779,852.

    13F-HR 0001560717-26-000002 filed by Horizon Investments, LLC
    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 11,277 shares
    Change vs previous 13F -118 shares

    <0.01% of the 13F portfolio, value $146,488.

    13F-HR 0001560717-25-000008 filed by Horizon Investments, LLC
    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 11,395 shares
    Change vs previous 13F +1,184 shares

    <0.01% of the 13F portfolio, value $118,280.

    13F-HR 0001560717-25-000006 filed by Horizon Investments, LLC
    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 10,211 shares
    Change vs previous 13F +480 shares

    <0.01% of the 13F portfolio, value $124,574.

    13F-HR 0001560717-25-000004 filed by Horizon Investments, LLC
    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 9,731 shares
    Change vs previous 13F +83 shares

    <0.01% of the 13F portfolio, value $123,292.

    13F-HR 0001560717-25-000001 filed by Horizon Investments, LLC
    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 9,648 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $191,513.

    13F-HR 0001560717-24-000006 filed by Horizon Investments, LLC
    Filed (acceptance time not in the bulk data set), ingested

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