Institutional Ownership Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES). We have compiled data on the 809 institutions that hold shares in the stock, with a total of 655 Million shares, which have been reported (via 13F filing form) to have a value of $8.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
399
shares
|
$4,991
0.0% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
388
shares
|
$4,853
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
Aug 11, 2025 Q2 2025 |
382
shares
|
$4,778
0.0% of portfolio
|
Q1 2025
Added 176.81%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
369
shares
|
$4,616
0.0% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
364
shares
|
$4,553
0.0% of portfolio
|
Q2 2025
Reduced 18.02%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
359
shares
|
$4,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
346
shares
|
$4,328
0.0% of portfolio
|
Q2 2025
Reduced 37.55%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
341
shares
|
$4,265
0.0% of portfolio
|
Q2 2025
Reduced 34.92%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
335
shares
|
$4,190
0.0% of portfolio
|
Q4 2024
Added 42.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
315
shares
|
$3,940
0.0% of portfolio
|
Q3 2023
Added 7.88%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
274
shares
|
$3,427
0.0% of portfolio
|
Q2 2025
Added 55.68%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
272
shares
|
$3,402
0.0% of portfolio
|
Q1 2025
Added 39.49%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
244
shares
|
$3,052
0.0% of portfolio
|
Q2 2025
Reduced 49.27%
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
227
shares
|
$2,839
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
224
shares
|
$2,802
0.0% of portfolio
|
Q2 2025
Added 27.27%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
222
shares
|
$2,777
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
215
shares
|
$2,689
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
214
shares
|
$2,677
0.0% of portfolio
|
Q2 2025
Reduced 18.94%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
211
shares
|
$2,639
0.0% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$2,502
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
200
shares
|
$2,502
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
186
shares
|
$2,326
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
170
shares
|
$2,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
162
shares
|
$2,026
0.0% of portfolio
|
Q4 2024
Reduced 27.35%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
161
shares
|
$2,014
0.0% of portfolio
|
Q2 2022
Added 192.73%
|