Kestra Advisory Services, LLC

Position in AES — Aes Corp

CIK 1830819 AUSTIN, TX

Position in AES

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$216,674

-$218,974 QoQ

Shares Held

14,780

-52.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#468

of 696 holders

Holding Since

Dec 2020

23 quarters on record

Utilities · as of Jun 30, 2026

Kestra Advisory Services, LLC holds $4,072,960 across 4 Utilities - Diversified names. AES ranks #4 (5.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	25,920	$2,403,043
2	BIPH	Brookfield Infrastructure Partners L.P.	71,794	$1,107,063
3	AVA	Avista Corp	8,462	$346,180
4	AES	Aes Corp This page	14,780	$216,674

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$216,674	14,780	-52.2%	Shares	Sole	2026-07-28
2026-03-31	$435,648	30,919	+65.6%	Shares	Sole	2026-04-30
2025-12-31	$267,813	18,676	-16.3%	Shares	Sole	2026-02-13
2025-09-30	$293,586	22,309	+7.4%	Shares	Sole	2025-11-14
2025-06-30	$218,584	20,778	+26.8%	Shares	Sole	2025-08-15
2025-03-31	$203,576	16,391	-9.1%	Shares	Sole	2025-05-14
2024-12-31	$232,007	18,027	+4.6%	Shares	Sole	2025-02-10
2024-09-30	$345,673	17,232	-5.3%	Shares	Sole	2024-11-13
2024-06-30	$319,668	18,194	-19.7%	Shares	Sole	2024-08-14
2024-03-31	$406,347	22,663	-5.4%	Shares	Sole	2024-05-15
2023-12-31	$461,095	23,953	+28.2%	Shares	Sole	2024-02-14
2023-09-30	$283,966	18,682	+39.2%	Shares	Sole	2023-11-13
2023-06-30	$278,258	13,423	-19.6%	Shares	Sole	2023-08-11
2023-03-31	$401,822	16,687	-40.5%	Shares	Sole	2023-05-12
2022-12-31	$805,970	28,024	+28.0%	Shares	Sole	2023-01-31
2022-09-30	$494,985	21,902	+20.8%	Shares	Sole	2022-11-01
2022-06-30	$380,953	18,132	+11.9%	Shares	Sole	2022-08-12
2022-03-31	$416,903	16,203	+1.2%	Shares	Sole	2022-07-20
2021-12-31	$389,237	16,018	-23.8%	Shares	Sole	2022-07-25
2021-09-30	$480,023	21,026	+2.5%	Shares	Sole	2022-07-25
2021-06-30	$535,034	20,523	+0.2%	Shares	Sole	2022-07-26
2021-03-31	$549,068	20,480	-14.0%	Shares	Sole	2022-07-27
2020-12-31	$559,676	23,816	—	Shares	Sole	2022-07-28
No filing history on record for this holder in this stock.