Institutional Ownership Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES). We have compiled data on the 839 institutions that hold shares in the stock, with a total of 627 Million shares, which have been reported (via 13F filing form) to have a value of $8.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kerr Financial Planning Corp
Fresno, CA |
Nov 25, 2025 Q3 2025 |
475
shares
|
$6,564
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
464
shares
|
$6,412
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Oct 21, 2025 Q3 2025 |
438
shares
|
$6,053
0.0% of portfolio
|
Q3 2025
Added 563.64%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
423
shares
|
$5,845
0.0% of portfolio
|
Q3 2025
Added 4.7%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
403
shares
|
$5,569
0.0% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
388
shares
|
$5,362
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
315
shares
|
$4,353
0.0% of portfolio
|
Q3 2023
Added 7.88%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 21, 2025 Q3 2025 |
314
shares
|
$4,339
0.0% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
286
shares
|
$3,952
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
274
shares
|
$3,786
0.0% of portfolio
|
Q3 2025
Reduced 54.18%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
272
shares
|
$3,759
0.0% of portfolio
|
Q1 2025
Added 39.49%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
254
shares
|
$3,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
254
shares
|
$3,510
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
250
shares
|
$3,455
0.0% of portfolio
|
Q3 2025
Reduced 25.37%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
244
shares
|
$3,372
0.0% of portfolio
|
Q2 2025
Reduced 49.27%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
239
shares
|
$3,302
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
222
shares
|
$3,068
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
211
shares
|
$2,916
0.0% of portfolio
|
Q2 2025
Reduced 25.7%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
200
shares
|
$2,764
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
200
shares
|
$2,764
0.0% of portfolio
|
Q1 2025
Reduced 92.19%
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
195
shares
|
$2,694
0.0% of portfolio
|
Q3 2025
Added 983.33%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
191
shares
|
$2,639
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
190
shares
|
$2,625
0.0% of portfolio
|
Q3 2025
Added 95.88%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
186
shares
|
$2,570
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
177
shares
|
$2,446
0.0% of portfolio
|
Q3 2025
New holding
|
|