Lido Advisors, LLC

Position in AES — Aes Corp

CIK 1650150 Los Angeles, CA

Position in AES

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$2,746,023

+$586,449 QoQ

Shares Held

187,314

+22.2% QoQ

Ownership

0.026%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#206

of 696 holders

Holding Since

Dec 2020

11 quarters on record

Voting authority Sole 91% Shared 0% None 9%

Utilities · as of Jun 30, 2026

Lido Advisors, LLC holds $5,698,845 across 4 Utilities - Diversified names. AES ranks #1 (48.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	187,314	$2,746,023
2	SRE	Sempra	23,947	$2,220,125
3	AVA	Avista Corp	9,805	$401,121
4	BIPH	Brookfield Infrastructure Partners L.P.	21,503	$331,576

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,746,023	187,314	+22.2%	Shares	Sole	2026-08-07
2026-03-31	$2,159,574	153,270	+1201.3%	Shares	Sole	2026-05-13
2023-03-31	$283,613	11,778	+46.8%	Shares	Defined	2023-05-15
2022-12-31	$230,799	8,025	-64.3%	Shares	Sole	2023-02-14
2022-06-30	$472,661	22,497	-44.9%	Shares	Sole	2022-08-15
2022-03-31	$1,051,430	40,864	+4.3%	Shares	Sole	2022-05-17
2021-12-31	$952,341	39,191	-0.0%	Shares	Sole	2022-02-15
2021-09-30	$894,821	39,195	+7.5%	Shares	Sole	2022-02-15
2021-06-30	$950,538	36,461	-2.7%	Shares	Sole	2021-08-12
2021-03-31	$1,004,141	37,454	-38.9%	Shares	Sole	2021-05-13
2020-12-31	$1,440,785	61,310	—	Shares	Sole	2021-02-08
No filing history on record for this holder in this stock.