Bell Investment Advisors, Inc

Position in AES — Aes Corp

CIK 1890149 ORINDA, CA

Position in AES

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$6,259

+$736 QoQ

Shares Held

427

+8.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#608

of 696 holders

Holding Since

Sep 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Bell Investment Advisors, Inc holds $47,577 across 5 Utilities - Diversified names. AES ranks #4 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	267	$24,753
2	BIPH	Brookfield Infrastructure Partners L.P.	461	$7,108
3	AVA	Avista Corp	161	$6,586
4	AES	Aes Corp This page	427	$6,259
5	AQN	Algonquin Power & Utilities Corp.	490	$2,871

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,259	427	+8.9%	Shares	Sole	2026-08-07
2026-03-31	$5,523	392	0.0%	Shares	Sole	2026-04-17
2025-12-31	$5,621	392	+24.8%	Shares	Sole	2026-02-24
2025-09-30	$4,132	314	-50.3%	Shares	Sole	2025-11-21
2025-06-30	$6,648	632	-19.8%	Shares	Sole	2025-08-11
2025-03-31	$9,786	788	+4.0%	Shares	Sole	2025-05-16
2024-12-31	$9,755	758	-15.3%	Shares	Sole	2025-02-07
2024-09-30	$17,953	895	-3.0%	Shares	Sole	2024-11-13
2024-06-30	$16,217	923	+16.5%	Shares	Sole	2024-08-08
2024-03-31	$14,200	792	-3.5%	Shares	Sole	2024-05-08
2023-12-31	$15,804	821	+283.6%	Shares	Sole	2024-02-14
2023-09-30	$3,252	214	-49.3%	Shares	Sole	2023-11-08
2023-06-30	$8,748	422	+455.3%	Shares	Sole	2023-08-09
2023-03-31	$1,830	76	+13.4%	Shares	Sole	2023-05-10
2022-12-31	$1,926	67	+1.5%	Shares	Sole	2023-02-09
2022-09-30	$1,491	66	-34.7%	Shares	Sole	2022-11-09
2022-06-30	$2,122	101	-15.8%	Shares	Sole	2022-08-12
2021-12-31	$2,916	120	+1.7%	Shares	Sole	2022-02-14
2021-09-30	$2,693	118	—	Shares	Sole	2021-11-12
No filing history on record for this holder in this stock.