Institutional Ownership Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES). We have compiled data on the 807 institutions that hold shares in the stock, with a total of 635 Million shares, which have been reported (via 13F filing form) to have a value of $8.24 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
124
shares
|
$1,609
0.0% of portfolio
|
Q1 2024
Reduced 36.41%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
122
shares
|
$1,583
0.0% of portfolio
|
Q4 2024
Reduced 21.29%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
118
shares
|
$1,531
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
Feb 10, 2025 Q4 2024 |
109
shares
|
$1,414
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
104
shares
|
$1,349
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
100
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
100
shares
|
$1,298
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
96
shares
|
$1,246
0.0% of portfolio
|
Q4 2023
Added 1.05%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
90
shares
|
$1,168
0.0% of portfolio
|
Q2 2022
Added 3.6%
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
84
shares
|
$1,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
83
shares
|
$1,077
0.0% of portfolio
|
Q3 2023
Reduced 83.98%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
78
shares
|
$1,012
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
72
shares
|
$934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jan 22, 2025 Q4 2024 |
67
shares
|
$869
0.0% of portfolio
|
Q4 2024
Added 24.07%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
66
shares
|
$856
0.0% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
66
shares
|
$856
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Feb 04, 2025 Q4 2024 |
65
shares
|
$843
0.0% of portfolio
|
Q4 2023
Reduced 35.0%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
61
shares
|
$791
0.0% of portfolio
|
Q3 2022
Reduced 83.1%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
59
shares
|
$765
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
51
shares
|
$661
0.0% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$649
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
47
shares
|
$610
0.0% of portfolio
|
Q4 2024
Reduced 89.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
46
shares
|
$597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
46
shares
|
$597
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
40
shares
|
$519
0.0% of portfolio
|
Q4 2024
New holding
|