MERCER GLOBAL ADVISORS INC /ADV

Position in AES — Aes Corp

CIK 853758 DENVER, CO

Position in AES

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$3,010,269

+$2,528,208 QoQ

Shares Held

205,339

+500.2% QoQ

Ownership

0.029%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#194

of 696 holders

Holding Since

Mar 2020

24 quarters on record

Voting authority Sole 19% Shared 0% None 81%

Utilities · as of Jun 30, 2026

MERCER GLOBAL ADVISORS INC /ADV holds $15,564,968 across 5 Utilities - Diversified names. AES ranks #2 (19.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SRE	Sempra	108,075	$10,019,633
2	AES	Aes Corp This page	205,339	$3,010,269
3	AVA	Avista Corp	30,618	$1,252,582
4	UTL	Unitil Corp	16,622	$875,813
5	BIPH	Brookfield Infrastructure Partners L.P.	26,373	$406,671

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,010,269	205,339	+500.2%	Shares	Sole	2026-08-19
2026-03-31	$482,061	34,213	-7.3%	Shares	Sole	2026-05-15
2025-12-31	$529,059	36,894	+43.9%	Shares	Sole	2026-02-18
2025-09-30	$337,396	25,638	+15.0%	Shares	Sole	2025-11-14
2025-06-30	$234,574	22,298	+43.3%	Shares	Sole	2025-08-14
2025-03-31	$193,317	15,565	+4.0%	Shares	Sole	2025-05-15
2024-12-31	$192,599	14,965	-2.5%	Shares	Sole	2025-02-14
2024-09-30	$308,021	15,355	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$263,444	14,994	-6.7%	Shares	Sole	2024-08-12
2024-03-31	$288,153	16,071	-59.6%	Shares	Sole	2024-05-15
2023-12-31	$765,591	39,771	-6.0%	Shares	Sole	2024-02-15
2023-09-30	$643,203	42,316	-6.0%	Shares	Sole	2023-11-15
2023-06-30	$933,637	45,038	+5.6%	Shares	Sole	2023-08-14
2023-03-31	$1,027,252	42,660	+1.0%	Shares	Sole	2023-05-16
2022-12-31	$1,214,506	42,229	+5.4%	Shares	Sole	2023-02-09
2022-09-30	$905,582	40,070	+4.7%	Shares	Sole	2022-11-15
2022-06-30	$804,220	38,278	+16.1%	Shares	Sole	2022-08-10
2022-03-31	$848,112	32,962	+39.2%	Shares	Sole	2022-05-10
2021-12-31	$575,375	23,678	+38.7%	Shares	Sole	2022-02-04
2021-09-30	$389,867	17,077	+16.9%	Shares	Sole	2021-11-10
2021-06-30	$380,726	14,604	-1.4%	Shares	Sole	2021-08-10
2021-03-31	$397,082	14,811	+44.7%	Shares	Sole	2021-08-10
2020-12-31	$240,569	10,237	-66.3%	Shares	Sole	2021-02-12
2020-03-31	$413,236	30,385	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.