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 623 Million shares, which have been reported (via 13F filing form) to have a value of $7.72 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Red Tortoise LLC
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
147
shares
|
$1,794
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
141
shares
|
$1,721
0.0% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Navigoe, LLC
Redondo Beach, CA |
May 09, 2025 Q1 2025 |
135
shares
|
$1,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
134
shares
|
$1,636
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
129
shares
|
$1,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
128
shares
|
$1,562
0.0% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
118
shares
|
$1,440
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
114
shares
|
$1,391
0.0% of portfolio
|
Q1 2025
Reduced 32.14%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
104
shares
|
$1,269
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
102
shares
|
$1,245
0.0% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
99
shares
|
$1,208
0.0% of portfolio
|
Q1 2025
Reduced 59.43%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$1,172
0.0% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
92
shares
|
$1,123
0.0% of portfolio
|
Q1 2025
Added 41.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
90
shares
|
$1,098
0.0% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Hantz Financial Services, Inc.
|
May 12, 2025 Q1 2025 |
90
shares
|
$1,098
0.0% of portfolio
|
Q1 2025
Added 1400.0%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
85
shares
|
$1,037
0.0% of portfolio
|
Q1 2025
Added 112.5%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
84
shares
|
$1,025
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$1,013
0.0% of portfolio
|
Q3 2023
Reduced 83.98%
|
|
|
True Wealth Design, LLC
Akron, OH |
May 13, 2025 Q1 2025 |
81
shares
|
$989
0.0% of portfolio
|
Q1 2025
Added 285.71%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
76
shares
|
$927
0.0% of portfolio
|
Q1 2025
Added 153.33%
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
63
shares
|
$769
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
62
shares
|
$757
0.0% of portfolio
|
Q1 2025
Added 195.24%
|
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
60
shares
|
$732
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
56
shares
|
$683
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
51
shares
|
$622
0.0% of portfolio
|
Q4 2024
Reduced 12.07%
|