RAFFA WEALTH MANAGEMENT, LLC

Position in AES — Aes Corp

CIK 1631073 WASHINGTON, DC

Position in AES

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$498

+$19 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#663

of 696 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $12,312 across 3 Utilities - Diversified names. AES ranks #2 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	127	$11,774
2	AES	Aes Corp This page	34	$498
3	AVA	Avista Corp	1	$40

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$498	34	0.0%	Shares	Sole	2026-07-27
2026-03-31	$479	34	+30.8%	Shares	Sole	2026-07-27
2025-12-31	$372	26	0.0%	Shares	Sole	2026-07-27
2025-09-30	$342	26	0.0%	Shares	Sole	2026-07-27
2025-06-30	$273	26	-74.3%	Shares	Sole	2026-07-27
2025-03-31	$1,254	101	0.0%	Shares	Sole	2026-07-27
2024-12-31	$1,299	101	+288.5%	Shares	Sole	2026-07-27
2024-09-30	$521	26	0.0%	Shares	Sole	2026-07-27
2024-06-30	$456	26	0.0%	Shares	Sole	2026-07-27
2024-03-31	$466	26	0.0%	Shares	Sole	2026-07-27
2023-12-31	$500	26	0.0%	Shares	Sole	2026-07-27
2023-09-30	$395	26	0.0%	Shares	Sole	2026-07-27
2023-06-30	$538	26	0.0%	Shares	Sole	2026-07-27
2023-03-31	$626	26	0.0%	Shares	Sole	2026-07-27
2022-12-31	$747	26	0.0%	Shares	Sole	2026-07-27
2022-09-30	$587	26	0.0%	Shares	Sole	2026-07-27
2022-06-30	$546	26	0.0%	Shares	Sole	2026-07-27
2022-03-31	$668	26	0.0%	Shares	Sole	2026-07-27
2021-12-31	$631	26	0.0%	Shares	Sole	2026-07-27
2021-09-30	$593	26	0.0%	Shares	Sole	2026-07-27
2021-06-30	$677	26	0.0%	Shares	Sole	2026-07-27
2021-03-31	$697	26	—	Shares	Sole	2026-07-27
No filing history on record for this holder in this stock.