Position in AES
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$11,161,773
-$2,165,593 QoQ
Shares Held
792,177
-14.8% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 15.238008677353672.ToString("F0")%
Shared 0.ToString("F0")%
None 84.76199132264632.ToString("F0")%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Mar 31, 2026LPL Financial LLC holds $95,545,476 across 6 Utilities - Diversified names. AES ranks #2 (11.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
764,004 | $74,238,268 | |
| 2 | AES |
Aes Corp
This page
|
792,177 | $11,161,773 | |
| 3 | BIPH |
Brookfield Infrastructure Partners L.P.
|
198,298 | $7,162,523 | |
| 4 | AVA |
Avista Corp
|
58,360 | $2,342,570 | |
| 5 | UTL |
Unitil Corp
|
7,235 | $377,956 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
42,734 | $262,386 |
All Filings in AES
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,161,773 | 792,177 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $13,327,366 | 929,384 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $13,548,706 | 1,029,537 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $9,704,394 | 922,471 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $7,886,377 | 634,974 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,692,078 | 519,975 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $9,649,080 | 481,011 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $9,626,427 | 547,890 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $20,927,770 | 1,167,193 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $21,213,307 | 1,101,990 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $15,438,366 | 1,015,682 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $16,172,654 | 780,157 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $15,091,778 | 626,735 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $16,583,504 | 576,617 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $12,511,744 | 553,617 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $12,222,441 | 581,744 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $12,499,170 | 485,782 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $10,673,872 | 439,254 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $7,111,910 | 311,516 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $8,473,844 | 325,042 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $7,905,330 | 294,865 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $6,868,227 | 292,265 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,919,509 | 271,646 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,591,389 | 247,853 | 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. | ||||||