CWM, LLC

Position in AES — Aes Corp

CIK 1535847 OMAHA, NE

Position in AES

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$610,604

-$112,662 QoQ

Shares Held

43,336

-14.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 5% Shared 0% None 95%

Utilities · as of Mar 31, 2026

CWM, LLC holds $5,066,780 across 6 Utilities - Diversified names. AES ranks #3 (12.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	34,918	$3,392,982
2	AVA	Avista Corp	18,922	$759,529
3	AES	Aes Corp This page	43,336	$610,604
4	BIPH	Brookfield Infrastructure Partners L.P.	13,153	$198,610
5	UTL	Unitil Corp	1,732	$90,479
6	AQN	Algonquin Power & Utilities Corp.	2,374	$14,576

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$610,604	43,336	-14.1%	Shares	Sole	2026-05-14
2025-12-31	$723,266	50,437	+12.7%	Shares	Sole	2026-01-26
2025-09-30	$589,212	44,773	+22.7%	Shares	Sole	2025-10-15
2025-06-30	$383,843	36,487	+5.4%	Shares	Sole	2025-07-25
2025-03-31	$430,092	34,629	+88.4%	Shares	Sole	2025-05-01
2024-12-31	$236,602	18,384	-32.1%	Shares	Sole	2025-02-04
2024-09-30	$543,144	27,076	-0.2%	Shares	Sole	2024-10-08
2024-06-30	$476,533	27,122	+2.4%	Shares	Sole	2024-07-10
2024-03-31	$475,037	26,494	+11.5%	Shares	Sole	2024-04-05
2023-12-31	$457,418	23,762	+102.8%	Shares	Sole	2024-02-01
2023-09-30	$178,083	11,716	+39.8%	Shares	Sole	2023-10-11
2023-06-30	$173,675	8,378	+23.6%	Shares	Sole	2023-08-03
2023-03-31	$163,166	6,776	-5.4%	Shares	Sole	2023-05-01
2022-12-31	$205,921	7,160	+9.5%	Shares	Sole	2023-02-01
2022-09-30	$147,758	6,538	+13.5%	Shares	Sole	2022-10-27
2022-06-30	$120,996	5,759	+42.8%	Shares	Sole	2022-07-28
2022-03-31	$103,794	4,034	+32.9%	Shares	Sole	2022-04-21
2021-12-31	$73,774	3,036	+4.2%	Shares	Sole	2022-01-31
2021-06-30	$75,967	2,914	0.0%	Shares	Sole	2021-09-15
2021-03-31	$78,124	2,914	0.0%	Shares	Sole	2021-09-15
2020-12-31	$68,479	2,914	0.0%	Shares	Sole	2021-09-15
2020-09-30	$52,772	2,914	0.0%	Shares	Sole	2021-09-15
2020-06-30	$42,223	2,914	0.0%	Shares	Sole	2021-09-15
2020-03-31	$39,630	2,914	—	Shares	Sole	2021-09-15
No filing history on record for this holder in this stock.