BAKER TILLY WEALTH MANAGEMENT, LLC

Position in AES — Aes Corp

CIK 1840565 MADISON, WI

Position in AES

as of Mar 31, 2026 · filed Apr 10, 2026 Compact

Position Value

$354,588

-$2,664 QoQ

Shares Held

25,166

+1.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $721,283 across 1 Utilities - Diversified name.

#	Ticker	Company	Shares	Value (USD)	Open
1	SRE	Sempra	7,780	$721,283

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$354,588	25,166	+1.0%	Shares	Sole	2026-04-10
2025-12-31	$357,252	24,913	-4.0%	Shares	Sole	2026-01-08
2025-09-30	$341,607	25,958	+3.6%	Shares	Sole	2025-10-09
2025-06-30	$263,494	25,047	+1.3%	Shares	Sole	2025-07-10
2025-03-31	$307,171	24,732	+90.7%	Shares	Sole	2025-04-09
2024-12-31	$166,898	12,968	-27.6%	Shares	Sole	2025-01-10
2024-09-30	$359,114	17,902	-10.1%	Shares	Sole	2024-10-24
2024-06-30	$349,801	19,909	-55.7%	Shares	Sole	2024-07-18
2024-03-31	$806,096	44,958	-1.6%	Shares	Sole	2024-05-09
2023-12-31	$879,205	45,673	+24.3%	Shares	Sole	2024-01-10
2023-09-30	$558,296	36,730	+64.1%	Shares	Sole	2023-10-10
2023-06-30	$463,937	22,380	+12.7%	Shares	Sole	2023-07-20
2023-03-31	$478,252	19,861	-16.3%	Shares	Sole	2023-04-12
2022-12-31	$682,676	23,737	+6.8%	Shares	Sole	2023-01-26
2022-09-30	$502,330	22,227	-1.5%	Shares	Sole	2022-10-20
2022-06-30	$474,279	22,574	+4.1%	Shares	Sole	2022-07-28
2022-03-31	$557,980	21,686	+6.8%	Shares	Sole	2022-04-27
2021-12-31	$493,362	20,303	+26.7%	Shares	Sole	2022-02-08
2021-09-30	$365,782	16,022	+28.2%	Shares	Sole	2021-11-02
2021-06-30	$325,822	12,498	+7.5%	Shares	Sole	2021-07-30
2021-03-31	$311,639	11,624	+17.5%	Shares	Sole	2021-04-28
2020-12-31	$232,438	9,891	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.