Pathstone Holdings, LLC

Position in AES — Aes Corp

CIK 2011612 ENGLEWOOD, NJ

Position in AES

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$665,401

+$37,538 QoQ

Shares Held

45,389

+1.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#345

of 696 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 42% Shared 0% None 58%

Utilities · as of Jun 30, 2026

Pathstone Holdings, LLC holds $9,814,946 across 5 Utilities - Diversified names. AES ranks #3 (6.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	63,236	$5,862,608
2	AVA	Avista Corp	62,501	$2,556,915
3	AES	Aes Corp This page	45,389	$665,401
4	UTL	Unitil Corp	10,805	$569,315
5	BIPH	Brookfield Infrastructure Partners L.P.	10,422	$160,707

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$665,401	45,389	+1.9%	Shares	Other	2026-08-13
2026-03-31	$627,863	44,561	-60.7%	Shares	Defined	2026-05-11
2025-12-31	$1,625,696	113,368	+132.4%	Shares	Sole	2026-02-13
2025-09-30	$641,930	48,779	+18.3%	Shares	Other	2025-11-13
2025-06-30	$433,917	41,247	+0.7%	Shares	Sole	2025-08-12
2025-03-31	$508,735	40,961	-23.4%	Shares	Sole	2025-05-15
2024-12-31	$688,016	53,459	-31.1%	Shares	Other	2025-02-14
2024-09-30	$1,556,655	77,600	-2.5%	Shares	Defined	2024-11-07
2024-06-30	$1,399,063	79,628	+6.6%	Shares	Other	2024-08-14
2024-03-31	$1,339,352	74,699	+12.0%	Shares	Sole	2024-05-13
2023-12-31	$1,283,994	66,701	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.