LMCG INVESTMENTS, LLC

Position in AES — Aes Corp

CIK 1470944 BOSTON, MA

Position in AES

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$7,216,194

+$60,264 QoQ

Shares Held

492,237

-3.1% QoQ

Ownership

0.069%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#123

of 696 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 92% Shared 0% None 8%

Utilities · as of Jun 30, 2026

LMCG INVESTMENTS, LLC holds $7,216,194 across 1 Utilities - Diversified name. AES ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	AES	Aes Corp This page	492,237	$7,216,194

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,216,194	492,237	-3.1%	Shares	Sole	2026-07-22
2026-03-31	$7,155,930	507,873	+2.0%	Shares	Sole	2026-04-29
2025-12-31	$7,139,670	497,885	+1.2%	Shares	Sole	2026-02-03
2025-09-30	$6,474,838	492,009	-0.1%	Shares	Sole	2025-10-29
2025-06-30	$5,180,574	492,450	-1.3%	Shares	Other	2025-07-24
2025-03-31	$6,195,182	498,807	-3.9%	Shares	Other	2025-04-10
2024-12-31	$6,679,208	518,975	-20.2%	Shares	Sole	2025-01-16
2024-09-30	$13,049,210	650,509	+0.6%	Shares	Sole	2024-10-29
2024-06-30	$11,364,609	646,819	+1.4%	Shares	Other	2024-08-09
2024-03-31	$11,441,366	638,113	+39.4%	Shares	Other	2024-05-06
2023-12-31	$8,809,973	457,661	-0.3%	Shares	Other	2024-02-08
2023-09-30	$6,976,693	458,993	+0.4%	Shares	Sole	2023-11-03
2023-06-30	$9,475,350	457,084	-0.8%	Shares	Other	2023-08-03
2023-03-31	$11,098,423	460,898	-0.6%	Shares	Other	2023-05-05
2022-12-31	$13,334,775	463,657	-2.2%	Shares	Other	2023-02-07
2022-09-30	$10,716,535	474,183	-0.4%	Shares	Other	2022-11-08
2022-06-30	$10,005,550	476,228	-0.5%	Shares	Sole	2022-08-08
2022-03-31	$12,316,796	478,694	—	Shares	Other	2022-05-10
No filing history on record for this holder in this stock.