UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in AES — Aes Corp

CIK 1463217 IRVING, TX

Position in AES

as of Jun 30, 2026 · filed Aug 17, 2026 Compact

Position Value

$667,572

-$439,084 QoQ

Shares Held

45,537

-42.0% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#343

of 696 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $2,468,720 across 3 Utilities - Diversified names. AES ranks #2 (27.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	17,533	$1,625,484
2	AES	Aes Corp This page	45,537	$667,572
3	BIPH	Brookfield Infrastructure Partners L.P.	11,392	$175,664

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$667,572	45,537	-42.0%	Shares	Defined	2026-08-17
2026-03-31	$1,106,656	78,542	-27.2%	Shares	Defined	2026-05-15
2025-12-31	$1,547,730	107,931	-20.0%	Shares	Defined	2026-02-17
2025-09-30	$1,775,415	134,910	+14.1%	Shares	Defined	2025-11-14
2025-06-30	$1,243,947	118,246	-2.7%	Shares	Defined	2025-08-11
2025-03-31	$1,509,800	121,562	+54.5%	Shares	Defined	2025-05-13
2024-12-31	$1,012,830	78,697	-20.4%	Shares	Defined	2025-02-13
2024-09-30	$1,982,710	98,839	+120.1%	Shares	Defined	2024-11-12
2024-06-30	$788,980	44,905	+5.3%	Shares	Defined	2024-08-14
2024-03-31	$764,732	42,651	-30.9%	Shares	Defined	2024-05-15
2023-12-31	$1,187,513	61,689	-79.6%	Shares	Defined	2024-02-14
2023-09-30	$4,607,576	303,130	-0.9%	Shares	Defined	2023-11-14
2023-06-30	$6,339,669	305,821	+12.0%	Shares	Defined	2023-08-14
2023-03-31	$6,574,297	273,019	+2.7%	Shares	Defined	2023-08-15
2022-12-31	$7,643,315	265,762	-9.1%	Shares	Defined	2023-02-15
2022-09-30	$6,608,759	292,423	-9.5%	Shares	Defined	2022-11-14
2022-06-30	$6,787,952	323,082	+46.3%	Shares	Defined	2022-08-11
2022-03-31	$5,680,309	220,766	—	Shares	Defined	2022-05-16
No filing history on record for this holder in this stock.