STEPHENS INC /AR/

Position in AES — Aes Corp

CIK 757657 LITTLE ROCK, AR

Back to AES Full portfolio

Position in AES

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

Position Value

$7,160,369

-$3,356,294 QoQ

Shares Held

488,429

-34.6% QoQ

Ownership

0.068%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#124

of 696 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Common Shares in AES Over Time

Shares Held

Position Value (USD)

Position in Utilities - Diversified

Utilities · as of Jun 30, 2026

STEPHENS INC /AR/ holds $7,799,383 across 3 Utilities - Diversified names. AES ranks #1 (91.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AES	Aes Corp This page	488,429	$7,160,369
2	SRE	Sempra	6,039	$559,875
3	AQN	Algonquin Power & Utilities Corp.	13,505	$79,139

All Filings in AES

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,160,369	488,429	-34.6%	Shares	Defined	2026-07-29
2026-03-31	$10,516,663	746,392	-11.1%	Shares	Defined	2026-04-28
2025-12-31	$12,045,513	839,994	+1.3%	Shares	Defined	2026-02-05
2025-09-30	$10,916,417	829,515	+4.8%	Shares	Defined	2025-10-27
2025-06-30	$8,324,854	791,336	+11.3%	Shares	Defined	2025-07-29
2025-03-31	$8,828,521	710,831	+114.1%	Shares	Defined	2025-05-01
2024-12-31	$4,272,994	332,012	+67.1%	Shares	Defined	2025-01-28
2024-09-30	$3,986,002	198,704	+8.4%	Shares	Defined	2024-10-28
2024-06-30	$3,221,213	183,336	+263.1%	Shares	Defined	2024-08-06
2024-03-31	$905,411	50,497	+134.9%	Shares	Defined	2024-05-15
2023-12-31	$413,855	21,499	+19.5%	Shares	Defined	2024-02-13
2023-09-30	$273,539	17,996	+29.9%	Shares	Defined	2023-11-14
2023-06-30	$287,172	13,853	-5.2%	Shares	Defined	2023-08-14
2023-03-31	$352,025	14,619	+23.6%	Shares	Defined	2023-05-15
2022-12-31	$340,087	11,825	-8.1%	Shares	Defined	2023-02-14
2022-09-30	$290,862	12,870	-5.7%	Shares	Defined	2022-11-02
2022-06-30	$286,786	13,650	-12.3%	Shares	Defined	2022-08-03
2022-03-31	$400,693	15,573	-8.7%	Shares	Defined	2022-05-04
2021-12-31	$414,339	17,051	-31.0%	Shares	Defined	2022-03-07
2021-09-30	$564,174	24,712	+1.2%	Shares	Defined	2021-10-27
2021-06-30	$636,733	24,424	-20.1%	Shares	Defined	2021-08-12
2021-03-31	$819,179	30,555	-8.7%	Shares	Defined	2021-05-14
2020-12-31	$786,451	33,466	-66.1%	Shares	Defined	2021-02-10
2020-09-30	$1,785,320	98,582	-0.6%	Shares	Defined	2020-11-13
2020-06-30	$1,436,857	99,162	-17.7%	Shares	Defined	2020-08-24
2020-03-31	$1,637,725	120,421	—	Shares	Defined	2020-05-14
No filing history on record for this holder in this stock.