CX Institutional

Position in AES — Aes Corp

CIK 1737089 AUBURN, IN

Position in AES

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$219,386

+$18,970 QoQ

Shares Held

14,965

+5.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#466

of 696 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

CX Institutional holds $609,138 across 2 Utilities - Diversified names. AES ranks #2 (36.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra	4,204	$389,752
2	AES	Aes Corp This page	14,965	$219,386

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,386	14,965	+5.2%	Shares	Sole	2026-07-02
2026-03-31	$200,416	14,224	+0.5%	Shares	Sole	2026-04-06
2025-12-31	$203,025	14,158	+17.2%	Shares	Sole	2026-02-02
2025-09-30	$158,972	12,080	+5.2%	Shares	Sole	2025-10-23
2025-06-30	$120,811	11,484	+9.4%	Shares	Sole	2025-07-16
2025-03-31	$130,434	10,502	-92.4%	Shares	Sole	2025-04-15
2024-06-30	$2,416,876	137,557	+2.1%	Shares	Sole	2024-07-11
2024-03-31	$2,414,812	134,680	+3627.7%	Shares	Sole	2024-04-15
2023-12-31	$69,550	3,613	+195.9%	Shares	Sole	2024-01-12
2022-06-30	$25,653	1,221	-2.0%	Shares	Sole	2022-08-02
2021-09-30	$28,446	1,246	-2.1%	Shares	Sole	2021-11-10
2021-06-30	$33,187	1,273	+13.5%	Shares	Sole	2021-08-04
2021-03-31	$30,080	1,122	+16.6%	Shares	Sole	2021-04-15
2020-12-31	$22,607	962	+12.5%	Shares	Sole	2021-01-12
2020-09-30	$15,484	855	+57.7%	Shares	Sole	2020-10-13
2020-06-30	$7,853	542	+426.2%	Shares	Sole	2020-08-06
2020-03-31	$1,400	103	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.