EVERGREEN CAPITAL MANAGEMENT LLC

Position in AES — Aes Corp

CIK 1260824 Bellevue, WA

Position in AES

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$835,135

-$4,841,894 QoQ

Shares Held

56,967

-85.9% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#317

of 696 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 89% Shared 11% None 0%

Utilities · as of Jun 30, 2026

EVERGREEN CAPITAL MANAGEMENT LLC holds $2,569,416 across 5 Utilities - Diversified names. AES ranks #1 (32.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	56,967	$835,135
2	AVA	Avista Corp	19,602	$801,917
3	SRE	Sempra	5,151	$477,548
4	UTL	Unitil Corp	7,042	$371,042
5	AQN	Algonquin Power & Utilities Corp.	14,296	$83,774

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835,135	56,967	-85.9%	Shares	Sole	2026-07-23
2026-03-31	$5,677,029	402,912	-31.3%	Shares	Sole	2026-05-14
2025-12-31	$8,411,614	586,584	-51.0%	Shares	Other	2026-01-27
2025-09-30	$15,743,767	1,196,335	-19.3%	Shares	Other	2025-10-28
2025-06-30	$15,603,305	1,483,204	+4.8%	Shares	Sole	2025-08-14
2025-03-31	$17,578,025	1,415,300	+11.3%	Shares	Other	2025-05-15
2024-12-31	$16,364,847	1,271,550	+169.3%	Shares	Other	2025-02-13
2024-09-30	$9,472,070	472,187	+4.5%	Shares	Sole	2024-11-14
2024-06-30	$7,936,843	451,727	-7.3%	Shares	Sole	2024-08-14
2024-03-31	$8,732,859	487,053	+52.1%	Shares	Other	2024-05-15
2023-12-31	$6,164,985	320,259	+1.9%	Shares	Other	2024-02-14
2023-09-30	$4,776,554	314,247	+52.1%	Shares	Sole	2023-11-14
2023-06-30	$4,284,081	206,661	+777.3%	Shares	Other	2023-08-14
2023-03-31	$567,227	23,556	-23.3%	Shares	Other	2023-05-15
2022-12-31	$883,708	30,727	+23.2%	Shares	Other	2023-02-14
2022-09-30	$563,757	24,945	+11.3%	Shares	Sole	2022-11-14
2022-06-30	$470,959	22,416	+18.9%	Shares	Other	2022-08-15
2022-03-31	$485,216	18,858	+32.3%	Shares	Sole	2022-05-16
2021-12-31	$346,275	14,250	+10.9%	Shares	Sole	2022-03-11
2021-09-30	$293,365	12,850	-75.6%	Shares	Sole	2021-11-15
2021-06-30	$1,374,071	52,707	+2.5%	Shares	Sole	2021-08-16
2021-03-31	$1,378,248	51,408	—	Shares	Sole	2021-05-17
No filing history on record for this holder in this stock.