Clearstead Advisors, LLC

Position in AES — Aes Corp

CIK 842775 CLEVELAND, OH

Position in AES

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$70,411

-$1,896,130 QoQ

Shares Held

4,803

-96.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#537

of 696 holders

Holding Since

Jun 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Clearstead Advisors, LLC holds $1,997,773 across 6 Utilities - Diversified names. AES ranks #3 (3.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BIPH	Brookfield Infrastructure Partners L.P.	74,692	$1,151,750
2	SRE	Sempra	8,048	$746,130
3	AES	Aes Corp This page	4,803	$70,411
4	AQN	Algonquin Power & Utilities Corp.	4,304	$25,221
5	AVA	Avista Corp	81	$3,313
6	UTL	Unitil Corp	18	$948

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$70,411	4,803	-96.6%	Shares	Sole	2026-08-06
2026-03-31	$1,966,541	139,570	+64.1%	Shares	Sole	2026-05-06
2025-12-31	$1,219,373	85,033	+1.2%	Shares	Sole	2026-02-09
2025-09-30	$1,105,900	84,035	-0.7%	Shares	Sole	2025-11-10
2025-06-30	$890,465	84,645	+10.9%	Shares	Sole	2025-08-08
2025-03-31	$947,956	76,325	+3.3%	Shares	Sole	2025-05-13
2024-12-31	$950,809	73,878	+108544.1%	Shares	Sole	2025-02-10
2024-09-30	$1,364	68	-87.4%	Shares	Sole	2024-11-13
2023-12-31	$10,356	538	-49.8%	Shares	Sole	2024-02-12
2023-09-30	$16,294	1,072	+121.5%	Shares	Sole	2023-11-07
2023-06-30	$10,033	484	-17.3%	Shares	Sole	2023-08-07
2023-03-31	$14,086	585	+422.3%	Shares	Sole	2023-05-09
2022-12-31	$3,221	112	-79.6%	Shares	Sole	2023-02-14
2022-06-30	$11,534	549	+9.8%	Shares	Sole	2022-08-12
2022-03-31	$12,865	500	0.0%	Shares	Sole	2022-05-04
2021-12-31	$12,150	500	+395.0%	Shares	Sole	2022-02-14
2021-09-30	$2,305	101	+60.3%	Shares	Sole	2021-11-12
2021-06-30	$1,642	63	—	Shares	Sole	2021-08-12
No filing history on record for this holder in this stock.