Corient Private Wealth LLC

Position in AES — Aes Corp

CIK 1948780 MIAMI, FL

Position in AES

as of Jun 30, 2026 · filed Aug 27, 2026 Compact

Position Value

$2,198,765

+$521,944 QoQ

Shares Held

149,984

+26.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 19% Shared 8% None 73%

Utilities · as of Jun 30, 2026

Corient Private Wealth LLC holds $49,459,250 across 5 Utilities - Diversified names. AES ranks #3 (4.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	473,519	$43,899,946
2	AVA	Avista Corp	55,324	$2,263,304
3	AES	Aes Corp This page	149,984	$2,198,765
4	UTL	Unitil Corp	15,508	$817,116
5	BIPH	Brookfield Infrastructure Partners L.P.	18,166	$280,119

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,198,765	149,984	+26.0%	Shares	Sole	2026-08-27
2026-03-31	$1,676,821	119,008	+18.5%	Shares	Other	2026-05-15
2025-12-31	$1,439,664	100,395	+7.2%	Shares	Sole	2026-03-09
2025-09-30	$1,232,643	93,666	-7.1%	Shares	Sole	2025-11-14
2025-06-30	$1,060,426	100,801	-5.8%	Shares	Sole	2025-09-26
2025-03-31	$1,328,815	106,990	-14.4%	Shares	Defined	2025-05-14
2024-12-31	$1,609,341	125,046	-25.5%	Shares	Other	2025-02-10
2024-09-30	$3,367,411	167,867	-2.4%	Shares	Other	2024-11-12
2024-06-30	$3,021,178	171,951	+6.6%	Shares	Other	2024-08-13
2024-03-31	$2,892,987	161,349	+33.5%	Shares	Sole	2024-05-09
2023-12-31	$2,327,132	120,890	+100.8%	Shares	Other	2024-02-09
2023-09-30	$915,116	60,205	-11.8%	Shares	Sole	2023-11-03
2023-06-30	$1,415,609	68,288	+16.8%	Shares	Other	2023-08-10
2023-03-31	$1,408,341	58,486	+9.4%	Shares	Other	2023-05-15
2022-12-31	$1,537,681	53,466	—	Shares	Other	2023-02-15
No filing history on record for this holder in this stock.