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 |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
51
shares
|
$638
0.0% of portfolio
|
Q4 2024
Reduced 12.07%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
50
shares
|
$625
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
49
shares
|
$612
0.0% of portfolio
|
Q2 2025
Reduced 76.56%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
46
shares
|
$575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
46
shares
|
$575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
40
shares
|
$500
0.0% of portfolio
|
Q2 2025
Reduced 92.45%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
38
shares
|
$475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
37
shares
|
$462
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
32
shares
|
$400
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$375
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
28
shares
|
$350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
28
shares
|
$350
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26
shares
|
$325
0.0% of portfolio
|
Q3 2023
Reduced 10.34%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
25
shares
|
$312
0.0% of portfolio
|
Q2 2025
Reduced 83.11%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
24
shares
|
$300
0.0% of portfolio
|
Q2 2025
Added 50.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$300
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
23
shares
|
$287
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
22
shares
|
$275
0.0% of portfolio
|
Q2 2025
Reduced 64.52%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
22
shares
|
$275
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
21
shares
|
$262
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
18
shares
|
$225
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
18
shares
|
$225
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jul 24, 2025 Q2 2025 |
15
shares
|
$187
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
14
shares
|
$175
0.0% of portfolio
|
Q2 2025
Added 133.33%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$125
0.0% of portfolio
|
Q3 2024
New holding
|