Sequoia Financial Advisors, LLC

Position in AES — Aes Corp

CIK 1599900 Akron, OH

Position in AES

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$837,159

+$479,978 QoQ

Shares Held

57,105

+125.3% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#43

of 197 holders

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Sequoia Financial Advisors, LLC holds $14,311,731 across 4 Utilities - Diversified names. AES ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	472,764	$7,290,020
2	SRE	Sempra	62,622	$5,805,685
3	AES	Aes Corp This page	57,105	$837,159
4	AVA	Avista Corp	9,261	$378,867

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$837,159	57,105	+125.3%	Shares	Sole	2026-07-17
2026-03-31	$357,181	25,350	+38.4%	Shares	Sole	2026-04-30
2025-12-31	$262,708	18,320	+59.6%	Shares	Sole	2026-02-03
2025-09-30	$151,050	11,478	+11.5%	Shares	Sole	2025-10-29
2025-03-31	$127,901	10,298	-8.1%	Shares	Sole	2025-04-23
2024-12-31	$144,246	11,208	-10.7%	Shares	Sole	2025-08-08
2024-09-30	$251,753	12,550	-0.6%	Shares	Sole	2024-10-21
2024-06-30	$221,750	12,621	+9.1%	Shares	Sole	2024-07-15
2024-03-31	$207,450	11,570	-30.8%	Shares	Sole	2024-04-30
2023-12-31	$321,840	16,719	—	Shares	Sole	2024-01-26
No filing history on record for this holder in this stock.