Spire Wealth Management

Position in AES — Aes Corp

CIK 1858740 MCLEAN, VA

Position in AES

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$24,335

+$18,037 QoQ

Shares Held

1,660

+271.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#564

of 696 holders

Holding Since

Mar 2021

22 quarters on record

Utilities · as of Jun 30, 2026

Spire Wealth Management holds $54,200 across 3 Utilities - Diversified names. AES ranks #1 (44.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	1,660	$24,335
2	SRE	Sempra	227	$21,045
3	BIPH	Brookfield Infrastructure Partners L.P.	572	$8,820

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$24,335	1,660	+271.4%	Shares	Sole	2026-07-15
2026-03-31	$6,298	447	+1.6%	Shares	Sole	2026-04-22
2025-12-31	$6,309	440	+4.0%	Shares	Sole	2026-01-14
2025-09-30	$5,566	423	+4.7%	Shares	Sole	2025-10-23
2025-06-30	$4,250	404	-17.0%	Shares	Sole	2025-08-04
2025-03-31	$6,048	487	-11.9%	Shares	Sole	2025-04-23
2024-12-31	$7,117	553	+8.9%	Shares	Sole	2025-01-24
2024-09-30	$10,190	508	+4.1%	Shares	Sole	2024-10-15
2024-06-30	$8,574	488	-10.0%	Shares	Sole	2024-07-31
2024-03-31	$9,718	542	+25.2%	Shares	Sole	2024-04-24
2023-12-31	$8,335	433	+16.7%	Shares	Sole	2024-02-06
2023-09-30	$5,639	371	-80.3%	Shares	Sole	2023-11-08
2023-06-30	$39,013	1,882	+0.6%	Shares	Sole	2023-08-09
2023-03-31	$45,053	1,871	+398.9%	Shares	Sole	2023-05-09
2022-12-31	$10,785	375	+47.1%	Shares	Sole	2023-02-03
2022-09-30	$5,763	255	+13.3%	Shares	Sole	2022-11-07
2022-06-30	$4,727	225	-87.0%	Shares	Sole	2022-07-22
2022-03-31	$44,384	1,725	-12.2%	Shares	Sole	2022-04-18
2021-12-31	$47,749	1,965	+31.0%	Shares	Sole	2022-01-14
2021-09-30	$34,245	1,500	+36.4%	Shares	Sole	2021-10-22
2021-06-30	$28,677	1,100	-79.8%	Shares	Sole	2021-07-26
2021-03-31	$146,007	5,446	—	Shares	Sole	2021-05-21
No filing history on record for this holder in this stock.