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Cape Investment Advisory, Inc. → AES
Cape Investment Advisory, Inc. AES Position History
The AES Corporation • Utilities
Quarters held
4
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $984K |
| Q1 2026 | $974K |
| Q2 2026 | $1M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 70.6K | — | — |
| Q2 2026 | $1M | 69.9K | — | — |
| Q1 2026 | $974K | 69.1K | — | — |
| Q4 2025 | $984K | 68.7K | — | — |
Other funds holding AES
$1.2B
$1.1B
$1.1B
$890.1M
$775.4M
$655.6M
$639.5M