Allworth Financial LP

Position in AES — Aes Corp

CIK 1555170 FOLSOM, CA

Position in AES

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$269,230

+$184,606 QoQ

Shares Held

18,365

+205.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#442

of 696 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Allworth Financial LP holds $2,243,597 across 6 Utilities - Diversified names. AES ranks #2 (12.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	18,169	$1,684,447
2	AES	Aes Corp This page	18,365	$269,230
3	AVA	Avista Corp	3,938	$161,103
4	BIPH	Brookfield Infrastructure Partners L.P.	6,368	$98,194
5	UTL	Unitil Corp	480	$25,291
6	AQN	Algonquin Power & Utilities Corp.	910	$5,332

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$269,230	18,365	+205.8%	Shares	Sole	2026-08-11
2026-03-31	$84,624	6,006	+26.8%	Shares	Sole	2026-05-15
2025-12-31	$67,928	4,737	+7.4%	Shares	Sole	2026-02-05
2025-09-30	$58,048	4,411	-49.9%	Shares	Sole	2025-12-02
2025-06-30	$92,670	8,809	+447.5%	Shares	Sole	2025-08-07
2025-03-31	$19,983	1,609	+82.0%	Shares	Sole	2025-04-30
2024-12-31	$11,377	884	-54.6%	Shares	Sole	2025-01-30
2024-09-30	$39,036	1,946	-0.5%	Shares	Sole	2024-10-23
2024-06-30	$34,366	1,956	-6.0%	Shares	Sole	2024-07-24
2024-03-31	$37,294	2,080	-33.1%	Shares	Sole	2024-04-25
2023-12-31	$59,867	3,110	+133.7%	Shares	Sole	2024-01-24
2023-09-30	$20,230	1,331	+562.2%	Shares	Sole	2023-10-31
2023-06-30	$4,166	201	-11.1%	Shares	Sole	2023-07-18
2023-03-31	$5,442	226	-71.0%	Shares	Sole	2023-04-18
2022-12-31	$22,404	779	+494.7%	Shares	Sole	2023-01-13
2022-09-30	$2,960	131	-37.9%	Shares	Sole	2022-11-14
2022-06-30	$4,433	211	-82.6%	Shares	Sole	2022-07-13
2022-03-31	$31,236	1,214	+9238.5%	Shares	Sole	2022-04-22
2021-12-31	$315	13	0.0%	Shares	Sole	2022-01-21
2021-09-30	$296	13	+160.0%	Shares	Sole	2021-11-02
2021-06-30	$130	5	—	Shares	Sole	2021-08-02
No filing history on record for this holder in this stock.