Position in AES
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,106,224
+$2,724,690 QoQ
Shares Held
348,310
+106.1% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#147
of 696 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AES Over Time
Shares Held
Position Value (USD)
Position in Utilities - Diversified
Utilities · as of Jun 30, 2026Creative Planning holds $33,019,251 across 6 Utilities - Diversified names. AES ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SRE |
Sempra
|
251,353 | $23,302,935 | |
| 2 | AES |
Aes Corp
This page
|
348,310 | $5,106,224 | |
| 3 | AVA |
Avista Corp
|
58,325 | $2,386,075 | |
| 4 | BIPH |
Brookfield Infrastructure Partners L.P.
|
60,814 | $937,751 | |
| 5 | UTL |
Unitil Corp
|
16,448 | $866,644 | |
| 6 | AQN |
Algonquin Power & Utilities Corp.
|
71,608 | $419,622 |
All Filings in AES
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,106,224 | 348,310 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,381,534 | 169,023 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,167,605 | 151,158 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,814,736 | 137,898 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $757,450 | 72,001 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,577,079 | 126,979 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,624,837 | 126,250 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $2,270,088 | 113,165 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,851,575 | 105,383 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $1,705,715 | 95,132 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,250,229 | 64,947 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $742,443 | 48,845 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $675,652 | 32,593 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $722,279 | 29,995 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $868,408 | 30,195 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $530,602 | 23,478 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $479,952 | 22,844 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $388,291 | 15,091 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $367,586 | 15,127 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $303,661 | 13,301 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $355,386 | 13,632 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $295,258 | 11,013 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $226,422 | 9,635 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $138,420 | 10,178 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||