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Disclosery

Weaver C. Barksdale & Associates, Inc.: AES position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Weaver C. Barksdale & Associates, Inc. on AES, newest first. How the timeline and the estimate are built.

Weaver C. Barksdale & Associates, Inc. held 155,922 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 155,922 shares
    Change vs previous 13F -516 shares

    2.05% of the 13F portfolio, value $2,285,817.

    13F-HR 0001214659-26-010105 filed by Weaver C. Barksdale & Associates, 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 156,438 shares
    Change vs previous 13F -5,449 shares

    2.1% of the 13F portfolio, value $2,204,596.

    13F-HR 0001214659-26-006136 filed by Weaver C. Barksdale & Associates, 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 161,887 shares
    Change vs previous 13F -17,480 shares

    2.44% of the 13F portfolio, value $2,321,839.

    13F-HR 0001214659-26-001653 filed by Weaver C. Barksdale & Associates, 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 179,367 shares
    Change vs previous 13F -11,615 shares

    2.27% of the 13F portfolio, value $2,361,348.

    13F-HR 0001214659-25-016245 filed by Weaver C. Barksdale & Associates, 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 190,982 shares
    Change vs previous 13F +134,467 shares

    1.93% of the 13F portfolio, value $2,012,254.

    13F-HR 0001214659-25-011831 filed by Weaver C. Barksdale & Associates, 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 56,515 shares
    Change vs previous 13F -1,377 shares

    0.67% of the 13F portfolio, value $700,798.

    13F-HR 0001214659-25-007513 filed by Weaver C. Barksdale & Associates, 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 57,892 shares
    Change vs previous 13F -1,456 shares

    0.71% of the 13F portfolio, value $744,196.

    13F-HR 0001214659-25-002428 filed by Weaver C. Barksdale & Associates, 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 59,348 shares
    Change vs previous 13F not available

    1.07% of the 13F portfolio, value $1,190,513.

    13F-HR 0001214659-24-018832 filed by Weaver C. Barksdale & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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