Purchases and Sales Made in Q2 2025 in Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES) during Q2 2025. The information is specifically focused on institutions that hold shares of AES CORP.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2025
Q2 2025
|
Kilter Group LLC
Rhinebeck, NY |
BUY
|
- |
170New |
$1.64K - $2.13K
|
170
$2.22K
|
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
162+ 1.41% |
$1.56K - $2.03K
|
11.7K
$152K
|
|
|
Aug 14, 2025
Q2 2025
|
Howard Hughes Medical Institute
Chevy Chase, MD |
BUY
|
- |
153New |
$1.47K - $1.92K
|
153
$1.99K
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
138New |
$1.33K - $1.73K
|
138
$1.8K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
127+ 43.2% |
$1.22K - $1.59K
|
421
$5.49K
|
|
|
Aug 14, 2025
Q2 2025
|
Sherbrooke Park Advisers LLC
White Plains, NY |
BUY
|
- |
119+ 0.24% |
$1.15K - $1.49K
|
49K
$638K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
106+ 23.19% |
$1.02K - $1.33K
|
563
$7.34K
|
|
|
Jul 30, 2025
Q2 2025
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
101New |
$973 - $1.27K
|
101
$1.32K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
BUY
|
- |
98+ 55.68% |
$944 - $1.23K
|
274
$3.57K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
97New |
$934 - $1.22K
|
97
$1.26K
|
|
|
Aug 12, 2025
Q2 2025
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
96+ 0.42% |
$924 - $1.2K
|
22.7K
$296K
|
|
|
Aug 07, 2025
Q2 2025
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
93+ 189.8% |
$896 - $1.17K
|
142
$1.85K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
91New |
$876 - $1.14K
|
91
$1.19K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
75+ 4.48% |
$722 - $941
|
1.75K
$22.8K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
70+ 4.19% |
$674 - $879
|
1.74K
$22.7K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
61New |
$587 - $766
|
61
$795
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
48+ 27.27% |
$462 - $602
|
224
$2.92K
|
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
34+ 10.15% |
$327 - $427
|
369
$4.81K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
24+ 1.47% |
$231 - $301
|
1.66K
$21.6K
|
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
23New |
$221 - $289
|
23
$300
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
23+ 20.18% |
$221 - $289
|
137
$1.79K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
22New |
$212 - $276
|
22
$287
|
|
|
Aug 06, 2025
Q2 2025
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
19+ 50.0% |
$183 - $238
|
57
$743
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
18+ 0.14% |
$173 - $226
|
13.3K
$174K
|
|
|
Jul 29, 2025
Q2 2025
|
Tfc Financial Management
|
BUY
|
- |
18New |
$173 - $226
|
18
$235
|
|
|
Aug 13, 2025
Q2 2025
|
Cloverfields Capital Group, LP
Minneapolis, MN |
BUY
|
- |
18+ 0.03% |
$173 - $226
|
55.2K
$720K
|
|
|
Jul 24, 2025
Q2 2025
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
15New |
$144 - $188
|
15
$195
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
13+ 0.07% |
$125 - $163
|
18K
$235K
|
|
|
Jul 08, 2025
Q2 2025
|
Rise Advisors, LLC
|
BUY
|
- |
9+ 1.22% |
$86.7 - $113
|
748
$9.75K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
8+ 50.0% |
$77 - $100
|
24
$313
|
|
|
Jul 22, 2025
Q2 2025
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
BUY
|
- |
8+ 133.33% |
$77 - $100
|
14
$182
|
|
|
Aug 08, 2025
Q2 2025
|
Tortoise Investment Management, LLC
|
BUY
|
- |
8New |
$77 - $100
|
8
$104
|
|
|
Jul 22, 2025
Q2 2025
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
6New |
$57.8 - $75.3
|
6
$78.2
|
|
|
Aug 27, 2025
Q2 2025
|
Seneca Financial Advisors LLC
Rochester, NY |
BUY
|
- |
5+ 0.05% |
$48.2 - $62.8
|
10.4K
$136K
|
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
4New |
$38.5 - $50.2
|
4
$52.1
|
|
|
Aug 11, 2025
Q2 2025
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.06% |
$38.5 - $50.2
|
7.26K
$94.6K
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 1.01% |
$9.63 - $12.6
|
100
$1.3K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
1+ 0.09% |
$9.63 - $12.6
|
1.09K
$14.2K
|
|
|
Jul 22, 2025
Q2 2025
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
1+ 0.98% |
$9.63 - $12.6
|
103
$1.34K
|
|
|
Jul 08, 2025
Q2 2025
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1- 0.01% |
$9.63 - $12.6
|
10.3K
$134K
|
|
|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-5- 3.91% |
$48.2 - $62.8
|
123
$1.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Winnow Wealth LLC
Waco, TX |
SELL
|
- |
-11Closed |
$106 - $138
|
0
$0
|
|
|
Aug 14, 2025
Q2 2025
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-12- 0.04% |
$116 - $151
|
27K
$352K
|
|
|
Aug 06, 2025
Q2 2025
|
Valued Wealth Advisors LLC
Holladay, UT |
SELL
|
- |
-14- 58.33% |
$135 - $176
|
10
$130
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-15- 18.52% |
$144 - $188
|
66
$860
|
|
|
Jul 28, 2025
Q2 2025
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-30- 3.4% |
$289 - $377
|
853
$11.1K
|
|
|
Aug 04, 2025
Q2 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-36- 0.02% |
$347 - $452
|
153K
$1.99M
|
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
SELL
|
- |
-40- 64.52% |
$385 - $502
|
22
$287
|