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Livermore
Livermore
ZHEN

Mutual Advisors, LLC

SEC CIK
0001694080
Latest filing
Aug 14, 2026

AES holding history

AES Corp in every 13F filed by Mutual Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q2 2026)
77,221
Value
$1.13M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AES by Mutual Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202677,221$1.13M<0.1%+3,979+5.4%AddedHolders
Q1 202673,242$1.03M<0.1%+248+0.3%AddedHolders
Q4 202572,994$1.05M<0.1%+667+0.9%AddedHolders
Q3 202572,327$1.03M<0.1%−657−0.9%ReducedHolders
Q2 202572,984$1.01M<0.1%−13,496−15.6%ReducedHolders
Q1 202586,480$869.1K<0.1%+12,313+16.6%AddedHolders
Q4 202474,167$890.0K<0.1%+4,723+6.8%AddedHolders
Q3 202469,444$1.18M<0.1%−1,424−2.0%ReducedHolders
Q2 202470,868$1.25M<0.1%+14,118+24.9%AddedHolders
Q1 202456,750$1.02M<0.1%+8,348+17.2%AddedHolders
Q4 202348,402$931.7K<0.1%+337+0.7%AddedHolders
Q3 202348,065$730.6K<0.1%+3,288+7.3%AddedHolders
Q2 202344,777$928.2K<0.1%+7,917+21.5%AddedHolders
Q1 202336,860$887.6K<0.1%−587−1.6%ReducedHolders
Q4 202237,447$1.08M<0.1%−473−1.2%ReducedHolders
Q3 202237,920$857.0K<0.1%+5,366+16.5%AddedHolders
Q2 202232,554$684.0K<0.1%+4,093+14.4%AddedHolders
Q1 202228,461$732.0K<0.1%−2,067−6.8%ReducedHolders
Q4 202130,528$742.0K<0.1%+7,863+34.7%AddedHolders
Q3 202122,665$517.0K<0.1%+1,847+8.9%AddedHolders
Q2 202120,818$543.0K<0.1%+1,259+6.4%AddedHolders
Q1 202119,559$524.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.