IFP Advisors, Inc

Position in AES — Aes Corp

CIK 1641866 TAMPA, FL

Position in AES

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$538,593

-$167,485 QoQ

Shares Held

36,739

-26.7% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#360

of 696 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

IFP Advisors, Inc holds $1,069,755 across 5 Utilities - Diversified names. AES ranks #1 (50.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	36,739	$538,593
2	SRE	Sempra	3,374	$312,803
3	AVA	Avista Corp	4,225	$172,844
4	BIPH	Brookfield Infrastructure Partners L.P.	2,880	$44,409
5	UTL	Unitil Corp	21	$1,106

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,593	36,739	-26.7%	Shares	Sole	2026-07-20
2026-03-31	$706,078	50,112	+1774.0%	Shares	Sole	2026-04-13
2025-12-31	$38,345	2,674	+17.3%	Shares	Sole	2026-02-06
2025-09-30	$29,991	2,279	—	Shares	Sole	2026-02-06
2025-06-30	$27,614	0	-100.0%	Shares	Sole	2025-07-24
2025-03-31	$6,060	488	-70.4%	Shares	Sole	2025-05-05
2024-12-31	$21,248	1,651	+65.8%	Shares	Sole	2025-02-04
2024-09-30	$19,979	996	-53.0%	Shares	Sole	2025-02-04
2024-06-30	$37,213	2,118	+65.2%	Shares	Sole	2024-07-30
2024-03-31	$22,986	1,282	+3.3%	Shares	Sole	2024-07-30
2023-12-31	$23,889	1,241	-84.4%	Shares	Sole	2024-01-09
2023-09-30	$120,794	7,947	-1.5%	Shares	Sole	2023-10-12
2023-06-30	$167,332	8,072	+11.2%	Shares	Sole	2023-08-04
2023-03-31	$174,820	7,260	-40.6%	Shares	Sole	2023-04-18
2022-12-31	$146	12,212	+151.1%	Shares	Sole	2023-02-07
2022-09-30	$109,903	4,863	+9.3%	Shares	Sole	2022-11-08
2022-06-30	$93,473	4,449	+172.9%	Shares	Sole	2022-09-06
2022-03-31	$41,939	1,630	+30.3%	Shares	Sole	2022-08-08
2021-12-31	$30,399	1,251	-18.6%	Shares	Sole	2022-01-12
2021-09-30	$35,089	1,537	-47.1%	Shares	Sole	2021-10-06
2021-06-30	$75,733	2,905	-1.7%	Shares	Sole	2021-07-13
2021-03-31	$79,196	2,954	-64.9%	Shares	Sole	2021-04-30
2020-12-31	$197,940	8,423	+0.8%	Shares	Sole	2021-01-25
2020-09-30	$151,309	8,355	+8.1%	Shares	Sole	2020-10-29
2020-06-30	$111,949	7,726	-14.3%	Shares	Sole	2020-08-05
2020-03-31	$122,672	9,020	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.