Steward Partners Investment Advisory, LLC

Position in AES — Aes Corp

CIK 1723397 STAMFORD, CT

Position in AES

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$695,235

+$351,834 QoQ

Shares Held

47,424

+94.6% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#339

of 696 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $4,236,257 across 6 Utilities - Diversified names. AES ranks #3 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp.	341,945	$2,003,797
2	SRE	Sempra	10,825	$1,003,585
3	AES	Aes Corp This page	47,424	$695,235
4	BIPH	Brookfield Infrastructure Partners L.P.	32,967	$508,351
5	AVA	Avista Corp	349	$14,277
6	UTL	Unitil Corp	209	$11,012

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$695,235	47,424	+94.6%	Shares	Sole	2026-08-13
2026-03-31	$343,401	24,372	-14.0%	Shares	Sole	2026-05-08
2025-12-31	$406,323	28,335	-1.3%	Shares	Sole	2026-02-12
2025-09-30	$377,626	28,695	-1.2%	Shares	Sole	2025-11-12
2025-06-30	$305,532	29,043	-38.3%	Shares	Sole	2025-08-12
2025-03-31	$584,274	47,043	+44.3%	Shares	Sole	2025-05-13
2024-12-31	$419,536	32,598	-84.6%	Shares	Sole	2025-02-06
2024-09-30	$4,234,605	211,097	+334.2%	Shares	Sole	2024-11-14
2024-06-30	$854,130	48,613	-0.8%	Shares	Sole	2024-08-08
2024-03-31	$878,498	48,996	-0.8%	Shares	Sole	2024-05-15
2023-12-31	$950,468	49,375	-4.9%	Shares	Sole	2024-02-12
2023-09-30	$789,412	51,935	-2.8%	Shares	Sole	2023-11-13
2023-06-30	$1,107,749	53,437	-0.7%	Shares	Sole	2023-08-14
2023-03-31	$1,296,154	53,827	+1.6%	Shares	Sole	2023-05-15
2022-12-31	$1,523,158	52,961	-2.1%	Shares	Sole	2023-02-15
2022-09-30	$1,223,089	54,119	-1.0%	Shares	Sole	2022-11-10
2022-06-30	$1,148,028	54,642	-0.7%	Shares	Sole	2022-08-04
2022-03-31	$1,415,716	55,022	+2.1%	Shares	Sole	2022-05-02
2021-12-31	$1,308,895	53,864	+4.6%	Shares	Sole	2022-02-08
2021-09-30	$1,175,927	51,508	+1.3%	Shares	Sole	2021-11-12
2021-06-30	$1,326,233	50,872	+0.8%	Shares	Sole	2021-08-13
2021-03-31	$1,352,778	50,458	+2.2%	Shares	Sole	2021-05-14
2020-12-31	$1,160,148	49,368	+7.7%	Shares	Sole	2021-02-11
2020-09-30	$829,926	45,827	+1.6%	Shares	Sole	2020-10-30
2020-06-30	$653,556	45,104	+5.9%	Shares	Sole	2020-08-06
2020-03-31	$579,441	42,606	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.