Integrated Wealth Concepts LLC

Position in AES — Aes Corp

CIK 1737109 WALTHAM, MA

Position in AES

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$1,480,909

+$1,336,853 QoQ

Shares Held

101,017

+888.0% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#256

of 696 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Integrated Wealth Concepts LLC holds $7,285,650 across 6 Utilities - Diversified names. AES ranks #2 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	55,398	$5,135,948
2	AES	Aes Corp This page	101,017	$1,480,909
3	AVA	Avista Corp	10,882	$445,182
4	BIPH	Brookfield Infrastructure Partners L.P.	9,969	$153,721
5	UTL	Unitil Corp	0	$63,913
6	AQN	Algonquin Power & Utilities Corp.	1,020	$5,977

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,480,909	101,017	+888.0%	Shares	Sole	2026-08-12
2026-03-31	$144,056	10,224	-78.3%	Shares	Other	2026-05-15
2025-12-31	$677,163	47,222	-8.3%	Shares	Other	2026-02-13
2025-09-30	$677,595	51,489	+361.3%	Shares	Other	2025-11-14
2025-06-30	$117,413	11,161	—	Shares	Other	2025-08-14
No filing history on record for this holder in this stock.