Institutional Ownership Aes Corp (AES)
This table provides information about the institutional ownership of Aes Corp (AES). We have compiled data on the 806 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 $6.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
46
shares
|
$468
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascagni Wealth Management, Inc.
Clinton, MS |
Mar 21, 2025 Q4 2024 |
41
shares
|
$417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Feb 12, 2025 Q4 2024 |
40
shares
|
$407
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
38
shares
|
$386
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
37
shares
|
$376
0.0% of portfolio
|
Q4 2024
Reduced 13.95%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
37
shares
|
$376
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
37
shares
|
$376
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
34
shares
|
$346
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
32
shares
|
$325
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
30
shares
|
$305
0.0% of portfolio
|
Q4 2024
Added 500.0%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
30
shares
|
$305
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
30
shares
|
$305
0.0% of portfolio
|
Q1 2025
Added 130.77%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
30
shares
|
$305
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
28
shares
|
$285
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
28
shares
|
$285
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
26
shares
|
$264
0.0% of portfolio
|
Q3 2023
Reduced 10.34%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
24
shares
|
$244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Wealth Design, LLC
Akron, OH |
Feb 14, 2025 Q4 2024 |
21
shares
|
$213
0.0% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
21
shares
|
$213
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
18
shares
|
$183
0.0% of portfolio
|
Q4 2024
Reduced 99.28%
|
|
|
Horizon Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
17
shares
|
$173
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
14
shares
|
$142
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
10
shares
|
$101
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
9
shares
|
$91
0.0% of portfolio
|
Q4 2024
Reduced 96.54%
|
|
|
Hantz Financial Services, Inc.
|
Jan 23, 2025 Q4 2024 |
6
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|