LPL Financial LLC

Position in AES — Aes Corp

CIK 1403438 FORT MILL, SC

Position in AES

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,354,934

-$4,806,839 QoQ

Shares Held

433,488

-45.3% QoQ

Ownership

0.061%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#135

of 699 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Utilities · as of Jun 30, 2026

LPL Financial LLC holds $87,389,881 across 6 Utilities - Diversified names. AES ranks #2 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	802,616	$74,410,529
2	AES	Aes Corp This page	433,488	$6,354,934
3	BIPH	Brookfield Infrastructure Partners L.P.	252,166	$3,888,399
4	AVA	Avista Corp	51,109	$2,090,869
5	UTL	Unitil Corp	7,273	$383,214
6	AQN	Algonquin Power & Utilities Corp.	44,699	$261,936

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,354,934	433,488	-45.3%	Shares	Sole	2026-08-07
2026-03-31	$11,161,773	792,177	-14.8%	Shares	Sole	2026-05-06
2025-12-31	$13,327,366	929,384	-9.7%	Shares	Sole	2026-02-11
2025-09-30	$13,548,706	1,029,537	+11.6%	Shares	Sole	2025-11-12
2025-06-30	$9,704,394	922,471	+45.3%	Shares	Sole	2025-08-12
2025-03-31	$7,886,377	634,974	+22.1%	Shares	Sole	2025-05-07
2024-12-31	$6,692,078	519,975	+8.1%	Shares	Sole	2025-02-11
2024-09-30	$9,649,080	481,011	-12.2%	Shares	Sole	2024-11-08
2024-06-30	$9,626,427	547,890	-53.1%	Shares	Sole	2024-08-07
2024-03-31	$20,927,770	1,167,193	+5.9%	Shares	Sole	2024-05-10
2023-12-31	$21,213,307	1,101,990	+8.5%	Shares	Sole	2024-02-14
2023-09-30	$15,438,366	1,015,682	+30.2%	Shares	Sole	2023-11-13
2023-06-30	$16,172,654	780,157	+24.5%	Shares	Sole	2023-07-31
2023-03-31	$15,091,778	626,735	+8.7%	Shares	Sole	2023-05-10
2022-12-31	$16,583,504	576,617	+4.2%	Shares	Sole	2023-02-07
2022-09-30	$12,511,744	553,617	-4.8%	Shares	Sole	2022-11-14
2022-06-30	$12,222,441	581,744	+19.8%	Shares	Sole	2022-08-12
2022-03-31	$12,499,170	485,782	+10.6%	Shares	Sole	2022-05-16
2021-12-31	$10,673,872	439,254	+41.0%	Shares	Sole	2022-02-14
2021-09-30	$7,111,910	311,516	-4.2%	Shares	Sole	2021-11-15
2021-06-30	$8,473,844	325,042	+10.2%	Shares	Sole	2021-08-13
2021-03-31	$7,905,330	294,865	+0.9%	Shares	Sole	2021-05-14
2020-12-31	$6,868,227	292,265	+7.6%	Shares	Sole	2021-02-12
2020-09-30	$4,919,509	271,646	+9.6%	Shares	Sole	2020-11-09
2020-06-30	$3,591,389	247,853	+37.5%	Shares	Sole	2020-08-13
2020-03-31	$2,451,672	180,270	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.