HB Wealth Management, LLC

Position in AES — Aes Corp

CIK 1911253 Atlanta, GA

Position in AES

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$834,359

+$273,803 QoQ

Shares Held

56,914

+43.1% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#318

of 696 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

HB Wealth Management, LLC holds $3,412,885 across 4 Utilities - Diversified names. AES ranks #2 (24.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	22,574	$2,092,835
2	AES	Aes Corp This page	56,914	$834,359
3	AVA	Avista Corp	8,311	$340,003
4	BIPH	Brookfield Infrastructure Partners L.P.	9,448	$145,688

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$834,359	56,914	+43.1%	Shares	Sole	2026-07-29
2026-03-31	$560,556	39,784	+7.1%	Shares	Sole	2026-04-27
2025-12-31	$532,630	37,143	+7.2%	Shares	Sole	2026-01-28
2025-09-30	$456,138	34,661	+21.0%	Shares	Sole	2025-10-23
2025-06-30	$301,334	28,644	+56.6%	Shares	Sole	2025-07-17
2025-03-31	$227,136	18,288	+19.6%	Shares	Sole	2025-05-07
2024-12-31	$196,795	15,291	-41.3%	Shares	Sole	2025-01-15
2024-09-30	$522,522	26,048	+16.9%	Shares	Sole	2024-10-15
2024-06-30	$391,652	22,291	+22.1%	Shares	Sole	2024-07-26
2024-03-31	$327,276	18,253	+17.7%	Shares	Sole	2024-04-30
2023-12-31	$298,548	15,509	—	Shares	Sole	2024-01-16
No filing history on record for this holder in this stock.