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Equibles

Waverly Advisors, LLC

Position in AES — Aes Corp

CIK 1568787 BIRMINGHAM, AL
Back to AES Full portfolio

Position in AES

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$445,180
+$176,541 QoQ
Shares Held
30,367
+59.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#383
of 701 holders
Holding Since
Dec 2024
7 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, 2026

Waverly Advisors, LLC holds $4,106,866 across 3 Utilities - Diversified names. AES ranks #3 (10.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 SRE
Sempra
 19,925 $1,847,246
2 BIPH
Brookfield Infrastructure Partners L.P.
 117,668 $1,814,440
3 AES
Aes Corp
This page 		30,367 $445,180

All Filings in AES

Export CSV
7 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $445,180 30,367
2026-03-31 $268,639 19,066
2025-12-31 $269,477 18,792
2025-09-30 $209,270 15,902
2025-06-30 $166,836 15,859
2025-03-31 $964,288 77,640
2024-12-31 $200,887 15,609