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Disclosery

Rafferty Asset Management, LLC: AES position timeline

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

Rafferty Asset Management, LLC held 78,768 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 78,768 shares
    Change vs previous 13F +21,138 shares

    <0.01% of the 13F portfolio, value $1,154,739.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 57,630 shares
    Change vs previous 13F -20,791 shares

    <0.01% of the 13F portfolio, value $812,007.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 78,421 shares
    Change vs previous 13F +3,461 shares

    <0.01% of the 13F portfolio, value $1,124,557.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 74,960 shares
    Change vs previous 13F -1,547 shares

    <0.01% of the 13F portfolio, value $986,474.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 76,507 shares
    Change vs previous 13F +12,524 shares

    <0.01% of the 13F portfolio, value $804,854.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 63,983 shares
    Change vs previous 13F -29,492 shares

    <0.01% of the 13F portfolio, value $794,669.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 93,475 shares
    Change vs previous 13F -2,518 shares

    <0.01% of the 13F portfolio, value $1,203,023.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 95,993 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,925,620.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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