Cerity Partners LLC

Position in AES — Aes Corp

CIK 1566475 NEW YORK, NY

Position in AES

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$17,635,670

+$4,524,645 QoQ

Shares Held

1,202,979

+29.3% QoQ

Ownership

0.169%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#84

of 696 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 6% Shared 12% None 82%

Utilities · as of Jun 30, 2026

Cerity Partners LLC holds $44,852,276 across 6 Utilities - Diversified names. AES ranks #2 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	200,328	$18,572,406
2	AES	Aes Corp This page	1,202,979	$17,635,670
3	AVA	Avista Corp	104,357	$4,269,243
4	BIPH	Brookfield Infrastructure Partners L.P.	204,496	$3,153,328
5	UTL	Unitil Corp	14,860	$782,973
6	AQN	Algonquin Power & Utilities Corp.	74,856	$438,656

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,635,670	1,202,979	+29.3%	Shares	Other	2026-08-14
2026-03-31	$13,111,025	930,520	+1.3%	Shares	Other	2026-05-15
2025-12-31	$13,177,584	918,939	-15.5%	Shares	Other	2026-02-11
2025-09-30	$14,308,696	1,087,287	+10.8%	Shares	Other	2025-10-22
2025-06-30	$10,323,065	981,280	+3.9%	Shares	Other	2025-08-13
2025-03-31	$11,727,597	944,251	+449.8%	Shares	Sole	2025-04-30
2024-12-31	$2,210,242	171,736	+2.7%	Shares	Defined	2025-02-13
2024-09-30	$3,354,493	167,223	+15.3%	Shares	Sole	2024-11-12
2024-06-30	$2,548,282	145,036	-11.2%	Shares	Sole	2024-08-13
2024-03-31	$2,927,198	163,257	+88.1%	Shares	Defined	2024-05-14
2023-12-31	$1,670,322	86,770	+8.1%	Shares	Sole	2024-01-26
2023-09-30	$1,219,526	80,232	-5.7%	Shares	Sole	2023-11-14
2023-06-30	$1,764,164	85,102	+732.4%	Shares	Sole	2023-08-14
2023-03-31	$246,193	10,224	-10.6%	Shares	Sole	2023-05-11
2022-12-31	$328,870	11,435	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.