# AES CORP (AES)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/AES/

- Reporting holders: 23
- Reported value: $8.8M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Douglas Lane & Associates, LLC](https://holderbook.com/funds/1672594-douglas-lane-associates-llc/) | $3.5M | 232,287 | 0.0% | 25 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $1.5M | 99,346 | 0.3% | 7 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $888.7K | 59,641 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $744.8K | 49,985 | 0.0% | 12 |
| [AVITY INVESTMENT MANAGEMENT INC.](https://holderbook.com/funds/926834-avity-investment-management-inc/) | $596.0K | 40,000 | 0.0% | 7 |
| [Ridgewood Investments LLC](https://holderbook.com/funds/1703556-ridgewood-investments-llc/) | $455.0K | 30,535 | 0.2% | 5 |
| [Kaizen Financial Strategies](https://holderbook.com/funds/1842013-kaizen-financial-strategies/) | $265.9K | 17,847 | 0.1% | 4 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $255.0K | 17,078 | 0.0% | 3 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $199.5K | 13,387 | 0.0% | 8 |
| [Bullock Wealth Management Group](https://holderbook.com/funds/2067581-bullock-wealth-management-group/) | $162.6K | 10,901 | 0.1% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $84.8K | 5,689 | 0.0% | 11 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $56.1K | 3,764 | 0.0% | 24 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $55.2K | 3,706 | 0.0% | 32 |
| [Byrne Asset Management LLC](https://holderbook.com/funds/1911322-byrne-asset-management-llc/) | $17.5K | 1,170 | 0.0% | 4 |
| [EASTERN BANK](https://holderbook.com/funds/1126395-eastern-bank/) | $12.7K | 850 | 0.0% | 9 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $8.4K | 562 | 0.0% | 15 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $5.5K | 370 | 0.0% | 7 |
| [GK Wealth Management LLC](https://holderbook.com/funds/2069222-gk-wealth-management-llc/) | $2.0K | 135 | 0.0% | 1 |
| [TOTH FINANCIAL ADVISORY CORP](https://holderbook.com/funds/866780-toth-financial-advisory-corp/) | $1.5K | 100 | 0.0% | 8 |
| [Paladin Partners, LLC](https://holderbook.com/funds/2141570-paladin-partners-llc/) | $1.5K | 100 | 0.0% | 2 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $1.1K | 77 | 0.0% | 2 |
| [Retirement Wealth Solutions LLC](https://holderbook.com/funds/2044741-retirement-wealth-solutions-llc/) | $1.1K | 76 | 0.0% | 5 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $293 | 19,652 | 0.0% | 7 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $45 | 3 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 23 | $8.8M |
| Q2 2026 | 709 | $10.7B |
| Q1 2026 | 751 | $9.6B |
| Q4 2025 | 749 | $9.1B |
| Q3 2025 | 705 | $8.7B |
| Q2 2025 | 693 | $7.3B |
| Q1 2025 | 704 | $8.3B |
| Q4 2024 | 718 | $8.8B |
| Q3 2024 | 717 | $14.4B |
| Q2 2024 | 700 | $12.4B |
| Q1 2024 | 659 | $13.1B |
| Q4 2023 | 640 | $13.2B |