Avantax Planning Partners, Inc.

Position in AES — Aes Corp

CIK 1005441 DUBUQUE, IA

Position in AES

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$195,344

+$6,665 QoQ

Shares Held

13,325

-0.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#479

of 696 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Avantax Planning Partners, Inc. holds $1,147,100 across 3 Utilities - Diversified names. AES ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	7,407	$686,702
2	BIPH	Brookfield Infrastructure Partners L.P.	17,189	$265,054
3	AES	Aes Corp This page	13,325	$195,344

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,344	13,325	-0.5%	Shares	Sole	2026-07-28
2026-03-31	$188,679	13,391	0.0%	Shares	Sole	2026-05-04
2025-12-31	$192,026	13,391	0.0%	Shares	Sole	2026-02-05
2025-09-30	$176,225	13,391	-13.3%	Shares	Sole	2025-10-31
2025-06-30	$162,544	15,451	—	Shares	Sole	2025-08-11
No filing history on record for this holder in this stock.