EVERMAY WEALTH MANAGEMENT LLC

Position in AES — Aes Corp

CIK 1066816 ARLINGTON, VA

Position in AES

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$77,698

+$3,021 QoQ

Shares Held

5,300

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#533

of 696 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

EVERMAY WEALTH MANAGEMENT LLC holds $148,272 across 3 Utilities - Diversified names. AES ranks #1 (52.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	5,300	$77,698
2	BIPH	Brookfield Infrastructure Partners L.P.	3,200	$49,344
3	SRE	Sempra	229	$21,230

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$77,698	5,300	0.0%	Shares	Sole	2026-07-27
2026-03-31	$74,677	5,300	0.0%	Shares	Sole	2026-05-12
2025-12-31	$76,002	5,300	0.0%	Shares	Sole	2026-01-22
2025-09-30	$69,748	5,300	0.0%	Shares	Sole	2025-11-05
2025-06-30	$55,756	5,300	0.0%	Shares	Sole	2025-07-30
2025-03-31	$65,826	5,300	0.0%	Shares	Sole	2025-05-07
2024-12-31	$68,211	5,300	0.0%	Shares	Sole	2025-01-24
2024-09-30	$106,318	5,300	0.0%	Shares	Sole	2024-10-25
2024-06-30	$93,121	5,300	0.0%	Shares	Sole	2024-08-01
2024-03-31	$95,029	5,300	0.0%	Shares	Sole	2024-05-14
2023-12-31	$102,025	5,300	-1.0%	Shares	Sole	2024-02-12
2023-09-30	$81,411	5,356	0.0%	Shares	Sole	2023-11-14
2023-06-30	$111,029	5,356	+1.1%	Shares	Sole	2023-08-10
2023-03-31	$127,624	5,300	0.0%	Shares	Sole	2023-05-15
2022-12-31	$152,428	5,300	0.0%	Shares	Sole	2023-01-19
2022-09-30	$119,780	5,300	0.0%	Shares	Sole	2022-11-14
2022-06-30	$111,353	5,300	0.0%	Shares	Sole	2022-08-15
2022-03-31	$136,369	5,300	0.0%	Shares	Sole	2022-05-16
2021-12-31	$128,790	5,300	0.0%	Shares	Sole	2022-02-14
2021-09-30	$120,999	5,300	0.0%	Shares	Sole	2021-11-12
2021-06-30	$138,171	5,300	—	Shares	Sole	2021-08-13
No filing history on record for this holder in this stock.