STIFEL FINANCIAL CORP

Position in AES — Aes Corp

CIK 720672 ST. LOUIS, MO

Position in AES

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$9,906,199

+$333,219 QoQ

Shares Held

703,066

+5.3% QoQ

Ownership

0.099%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Utilities · as of Mar 31, 2026

STIFEL FINANCIAL CORP holds $49,756,346 across 6 Utilities - Diversified names. AES ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	364,811	$35,448,683
2	AES	Aes Corp This page	703,066	$9,906,199
3	AVA	Avista Corp	78,043	$3,132,644
4	AQN	Algonquin Power & Utilities Corp.	83,455	$512,413
5	UTL	Unitil Corp	9,807	$512,317
6	BIPH	Brookfield Infrastructure Partners L.P.	16,165	$244,090

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$9,906,199	703,066	+5.3%	Shares	Defined	2026-05-12
2025-12-31	$9,572,980	667,572	-1.0%	Shares	Defined	2026-02-13
2025-09-30	$8,875,537	674,433	-7.0%	Shares	Defined	2025-11-12
2025-06-30	$7,624,988	724,809	+49.4%	Shares	Defined	2025-08-14
2025-03-31	$6,026,592	485,233	+7.3%	Shares	Defined	2025-05-14
2024-12-31	$5,819,773	452,197	+56.7%	Shares	Defined	2025-02-13
2024-09-30	$5,790,256	288,647	+3.0%	Shares	Defined	2024-11-14
2024-06-30	$4,925,800	280,353	+44.2%	Shares	Defined	2024-08-13
2024-03-31	$3,486,611	194,457	-7.7%	Shares	Defined	2024-05-14
2023-12-31	$4,055,646	210,683	+6.9%	Shares	Defined	2024-02-12
2023-09-30	$2,995,918	197,100	-10.7%	Shares	Defined	2023-11-13
2023-06-30	$4,574,922	220,691	+6.8%	Shares	Defined	2023-08-14
2023-03-31	$4,974,564	206,585	-3.5%	Shares	Defined	2023-05-12
2022-12-31	$6,155,472	214,029	+27.4%	Shares	Defined	2023-02-13
2022-09-30	$3,797,048	168,011	+19.0%	Shares	Defined	2022-11-14
2022-06-30	$2,965,602	141,152	+9.4%	Shares	Defined	2022-08-15
2022-03-31	$3,319,015	128,994	+17.6%	Shares	Defined	2022-05-13
2021-12-31	$2,666,558	109,735	-22.2%	Shares	Defined	2022-02-14
2021-09-30	$3,220,763	141,076	-17.2%	Shares	Defined	2021-11-15
2021-06-30	$4,443,082	170,429	+2.9%	Shares	Defined	2021-08-13
2021-03-31	$4,441,262	165,657	-33.6%	Shares	Defined	2021-05-14
2020-12-31	$5,862,685	249,476	+0.7%	Shares	Defined	2021-02-12
2020-09-30	$4,485,918	247,704	-6.3%	Shares	Defined	2020-11-16
2020-06-30	$3,829,414	264,280	+35.7%	Shares	Defined	2020-08-14
2020-03-31	$2,648,613	194,751	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.