MV CAPITAL MANAGEMENT, INC.

Position in AES — Aes Corp

CIK 1633366 BETHESDA, MD

Position in AES

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

Position Value

$4,178

+$177 QoQ

Shares Held

285

+0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#621

of 696 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $78,253 across 2 Utilities - Diversified names. AES ranks #2 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra	799	$74,075
2	AES	Aes Corp This page	285	$4,178

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,178	285	+0.4%	Shares	Sole	2026-07-30
2026-03-31	$4,001	284	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$4,086	285	0.0%	Shares	Sole	2026-02-23
2025-09-30	$3,750	285	+16.8%	Shares	Sole	2026-02-23
2025-06-30	$2,566	244	-49.3%	Shares	Sole	2025-08-08
2025-03-31	$5,974	481	-5.1%	Shares	Sole	2025-04-15
2024-12-31	$6,525	507	-47.2%	Shares	Sole	2025-02-12
2024-09-30	$19,277	961	-6.7%	Shares	Sole	2024-11-04
2024-06-30	$18,097	1,030	+7.6%	Shares	Sole	2024-08-01
2024-03-31	$17,159	957	-6.4%	Shares	Sole	2024-04-18
2023-12-31	$19,673	1,022	+196.2%	Shares	Sole	2024-01-29
2023-09-30	$5,244	345	+88.5%	Shares	Sole	2023-11-07
2023-06-30	$3,793	183	+56.4%	Shares	Sole	2023-08-03
2023-03-31	$2,817	117	-15.2%	Shares	Sole	2023-04-26
2022-12-31	$3,968	138	+32.7%	Shares	Sole	2023-01-27
2022-09-30	$2,350	104	+4.0%	Shares	Sole	2022-10-24
2022-06-30	$2,101	100	-13.8%	Shares	Sole	2022-07-19
2022-03-31	$2,984	116	-52.1%	Shares	Sole	2022-05-09
2021-12-31	$5,880	242	+21.6%	Shares	Sole	2022-02-02
2021-09-30	$4,543	199	+314.6%	Shares	Sole	2021-11-12
2021-06-30	$1,251	48	+54.8%	Shares	Sole	2021-08-03
2021-03-31	$831	31	—	Shares	Sole	2021-05-12
No filing history on record for this holder in this stock.