Focus Partners Wealth

Position in AES — Aes Corp

CIK 1542153 ST LOUIS, MO

Position in AES

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$16,271,735

+$1,709,115 QoQ

Shares Held

1,109,941

+7.4% QoQ

Ownership

0.156%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#90

of 696 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 84% Shared 0% None 16%

Utilities · as of Jun 30, 2026

Focus Partners Wealth holds $24,954,706 across 4 Utilities - Diversified names. AES ranks #1 (65.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	1,109,941	$16,271,735
2	SRE	Sempra	81,607	$7,565,784
3	BIPH	Brookfield Infrastructure Partners L.P.	39,184	$604,217
4	AVA	Avista Corp	12,539	$512,970

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,271,735	1,109,941	+7.4%	Shares	Sole	2026-08-12
2026-03-31	$14,562,620	1,033,543	+8.6%	Shares	Sole	2026-05-15
2025-12-31	$13,646,919	951,668	+16.1%	Shares	Sole	2026-02-13
2025-09-30	$10,787,896	819,749	+1990.9%	Shares	Sole	2025-11-14
2025-06-30	$412,436	39,205	+19.7%	Shares	Sole	2025-08-14
2025-03-31	$406,767	32,751	-13.1%	Shares	Sole	2025-05-20
2024-12-31	$484,851	37,673	-66.4%	Shares	Sole	2025-05-20
2024-09-30	$2,246,940	112,011	+281.4%	Shares	Sole	2024-11-14
2024-06-30	$515,960	29,366	+0.6%	Shares	Sole	2024-08-15
2024-03-31	$523,197	29,180	+2.4%	Shares	Sole	2024-05-16
2023-12-31	$548,779	28,508	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.