VALLEY NATIONAL ADVISERS INC

Position in AES — Aes Corp

CIK 773411 BETHLEHEM, PA

Position in AES

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

Position Value

$835

+$832 QoQ

Shares Held

-78.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#653

of 696 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

VALLEY NATIONAL ADVISERS INC holds $4,729 across 4 Utilities - Diversified names. AES ranks #3 (17.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AQN	Algonquin Power & Utilities Corp.	325	$1,904
2	SRE	Sempra	14	$1,297
3	AES	Aes Corp This page	57	$835
4	BIPH	Brookfield Infrastructure Partners L.P.	45	$693

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$835	57	-78.0%	Shares	Sole	2026-07-29
2025-12-31	$3	259	-38.5%	Shares	Sole	2026-01-23
2024-06-30	$7,396	421	+71.1%	Shares	Sole	2024-07-18
2024-03-31	$4	246	+25.5%	Shares	Sole	2024-04-19
2023-12-31	$3	196	+94.1%	Shares	Sole	2024-01-25
2023-09-30	$2	101	0.0%	Shares	Sole	2023-11-13
2023-06-30	$3	101	0.0%	Shares	Sole	2023-07-31
2023-03-31	$2	101	0.0%	Shares	Sole	2023-04-26
2022-12-31	$2	101	0.0%	Shares	Sole	2023-01-12
2022-09-30	$2,282	101	0.0%	Shares	Sole	2022-11-08
2022-06-30	$2,122	101	0.0%	Shares	Sole	2022-07-15
2022-03-31	$2,598	101	0.0%	Shares	Sole	2022-05-06
2021-12-31	$2,454	101	+83.6%	Shares	Sole	2022-02-11
2021-09-30	$1,255	55	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,433	55	0.0%	Shares	Sole	2021-08-02
2021-03-31	$1,474	55	0.0%	Shares	Sole	2021-05-07
2020-12-31	$1,292	55	0.0%	Shares	Sole	2021-02-11
2020-09-30	$996	55	0.0%	Shares	Sole	2020-11-13
2020-06-30	$796	55	0.0%	Shares	Sole	2020-08-10
2020-03-31	$748	55	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.