JFS WEALTH ADVISORS, LLC

Position in AES — Aes Corp

CIK 1568068 HERMITAGE, PA

Position in AES

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$5,673

+$1,432 QoQ

Shares Held

387

+28.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#612

of 696 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

JFS WEALTH ADVISORS, LLC holds $33,792 across 6 Utilities - Diversified names. AES ranks #2 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	248	$22,992
2	AES	Aes Corp This page	387	$5,673
3	AVA	Avista Corp	66	$2,700
4	BIPH	Brookfield Infrastructure Partners L.P.	132	$2,035
5	AQN	Algonquin Power & Utilities Corp.	40	$234
6	UTL	Unitil Corp	3	$158

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,673	387	+28.6%	Shares	Sole	2026-07-10
2026-03-31	$4,241	301	+3.8%	Shares	Sole	2026-04-21
2025-12-31	$4,158	290	+87.1%	Shares	Sole	2026-01-14
2025-09-30	$2,039	155	+15400.0%	Shares	Sole	2025-11-10
2025-06-30	$10	1	-99.9%	Shares	Sole	2025-07-24
2025-03-31	$10,395	837	+9200.0%	Shares	Sole	2025-04-22
2024-12-31	$115	9	-96.5%	Shares	Sole	2025-01-31
2024-09-30	$5,215	260	+42.9%	Shares	Sole	2024-10-25
2024-06-30	$3,197	182	-0.5%	Shares	Sole	2024-07-15
2024-03-31	$3,281	183	-36.2%	Shares	Sole	2024-04-30
2023-12-31	$5,524	287	+497.9%	Shares	Sole	2024-02-07
2023-09-30	$729	48	-79.6%	Shares	Sole	2023-11-02
2023-06-30	$4,871	235	+27.0%	Shares	Sole	2023-08-07
2023-03-31	$4,454	185	-42.5%	Shares	Sole	2023-04-19
2022-12-31	$9,260	322	+9.2%	Shares	Sole	2023-02-13
2022-09-30	$6,667	295	+71.5%	Shares	Sole	2022-10-21
2022-06-30	$3,613	172	-18.5%	Shares	Sole	2022-08-02
2022-03-31	$5,429	211	+205.8%	Shares	Sole	2022-05-02
2021-12-31	$1,676	69	—	Shares	Sole	2022-02-03
No filing history on record for this holder in this stock.