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 622 Million shares, which have been reported (via 13F filing form) to have a value of $8.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
50
shares
|
$663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Apr 29, 2025 Q1 2025 |
49
shares
|
$649
0.0% of portfolio
|
Q1 2025
Reduced 31.94%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
46
shares
|
$609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
46
shares
|
$609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
38
shares
|
$503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
38
shares
|
$503
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
37
shares
|
$490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
37
shares
|
$490
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
36
shares
|
$477
0.0% of portfolio
|
Q1 2025
Reduced 84.07%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
35
shares
|
$464
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
32
shares
|
$424
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
30
shares
|
$397
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
30
shares
|
$397
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$397
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
28
shares
|
$371
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
28
shares
|
$371
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26
shares
|
$344
0.0% of portfolio
|
Q3 2023
Reduced 10.34%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
May 01, 2025 Q1 2025 |
24
shares
|
$318
0.0% of portfolio
|
Q1 2025
Reduced 64.18%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$318
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
21
shares
|
$278
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
18
shares
|
$238
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
16
shares
|
$212
0.0% of portfolio
|
Q1 2025
Reduced 56.76%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$132
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blume Capital Management, Inc.
Berkeley, CA |
May 06, 2025 Q1 2025 |
8
shares
|
$106
0.0% of portfolio
|
Q1 2025
Reduced 97.17%
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
7
shares
|
$92
0.0% of portfolio
|
Q1 2025
New holding
|