AES CORP (AES) — Institutional Holders, Q2 2026 (page 7)
709 institutional investment managers reported a AES position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $9.4B. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 601 to 700. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
AES 13F holders ranked 601–700 of 709
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 601 | Aventura Private Wealth#601 · 660 sh | 660 | $9.7K | <0.01% | 0.0% |
| 602 | Strategic Wealth Partners, Ltd.#602 · 649 sh | 649 | $9.5K | <0.01% | 0.0% |
| 603 | MCDONALD PARTNERS#603 · 630 sh | 630 | $9.2K | <0.01% | New |
| 604 | Rossby Financial, LCC#604 · 580 sh | 580 | $8.5K | <0.01% | -46.2% |
| 605 | SJS Investment Consulting#605 · 578 sh | 578 | $8.5K | — | +641.0% |
| 606 | Hilton Head Capital Partners#606 · 555 sh | 555 | $8.1K | — | 0.0% |
| 607 | Founders Capital Management#607 · 500 sh | 500 | $7.3K | — | 0.0% |
| 608 | Addison Advisors#608 · 500 sh | 500 | $7.3K | <0.01% | -7.2% |
| 609 | Tripletail Wealth Management#609 · 500 sh | 500 | $7.3K | <0.01% | 0.0% |
| 610 | Sachetta#610 · 490 sh | 490 | $7.2K | <0.01% | +3.2% |
| 611 | KERR FINANCIAL PLANNING#611 · 487 sh | 487 | $7.1K | <0.01% | -33.4% |
| 612 | Prestige Wealth Management Group#612 · 484 sh | 484 | $7.1K | <0.01% | 0.0% |
| 613 | Virginia Estate & Retirement Planning Advisors#613 · 57 sh | 57 | $7.1K | — | 0.0% |
| 614 | FARMERS & MERCHANTS INVESTMENTS#614 · 473 sh | 473 | $6.9K | — | -3.1% |
| 615 | SHP Wealth Management#615 · 472 sh | 472 | $6.9K | <0.01% | +17.4% |
| 616 | Manchester Capital Management#616 · 464 sh | 464 | $6.8K | — | +22.8% |
| 617 | Keating Financial Advisory Services#617 · 462 sh | 462 | $6.8K | <0.01% | +20.3% |
| 618 | Truvestments Capital#618 · 432 sh | 432 | $6.3K | <0.01% | 0.0% |
| 619 | Bell Investment Advisors#619 · 427 sh | 427 | $6.3K | <0.01% | +8.9% |
| 620 | BOKF, NA#620 · 406 sh | 406 | $6.0K | <0.01% | New |
| 621 | MARK SHEPTOFF FINANCIAL PLANNING#621 · 400 sh | 400 | $5.9K | <0.01% | 0.0% |
| 622 | Physician Wealth Advisors#622 · 388 sh | 388 | $5.7K | — | 0.0% |
| 623 | JFS WEALTH ADVISORS#623 · 387 sh | 387 | $5.7K | <0.01% | +28.6% |
| 624 | Bangor Savings Bank#624 · 370 sh | 370 | $5.4K | — | -99.6% |
| 625 | Salomon & Ludwin#625 · 364 sh | 364 | $5.3K | <0.01% | -69.2% |
| 626 | POM Investment Strategies#626 · 344 sh | 344 | $5.0K | — | 0.0% |
| 627 | HHM Wealth Advisors#627 · 340 sh | 340 | $5.0K | <0.01% | +1.2% |
| 628 | ZRC WEALTH MANAGEMENT#628 · 333 sh | 333 | $4.9K | — | +296.4% |
| 629 | Ares Financial Consulting#629 · 329 sh | 329 | $4.8K | — | 0.0% |
| 630 | Cedar Mountain Advisors#630 · 307 sh | 307 | $4.5K | — | +51.2% |
| 631 | Transamerica Financial Advisors#631 · 306 sh | 306 | $4.5K | <0.01% | +628.6% |
| 632 | MV CAPITAL MANAGEMENT#632 · 285 sh | 285 | $4.2K | <0.01% | +0.4% |
| 633 | Rialto Wealth Management#633 · 226 sh | 226 | $3.3K | <0.01% | +86.8% |
| 634 | Arlington#634 · 222 sh | 222 | $3.3K | — | 0.0% |
| 635 | Crewe Advisors#635 · 213 sh | 213 | $3.1K | <0.01% | New |
| 636 | SouthState Bank#636 · 209 sh | 209 | $3.1K | <0.01% | 0.0% |
| 637 | Union Bankshares#637 · 200 sh | 200 | $2.9K | 0.00% | 0.0% |
| 638 | Kilter Group#638 · 190 sh | 190 | $2.8K | <0.01% | 0.0% |
| 639 | Activest Wealth Management#639 · 176 sh | 176 | $2.6K | — | +433.3% |
| 640 | Strategic Investment Solutions#640 · 173 sh | 173 | $2.5K | <0.01% | +1.2% |
| 641 | Luminist Capital#641 · 168 sh | 168 | $2.5K | <0.01% | New |
| 642 | Bruce G. Allen Investments#642 · 144 sh | 144 | $2.1K | <0.01% | 0.0% |
| 643 | Smithfield#643 · 162 sh | 162 | $2.0K | <0.01% | 0.0% |
| 644 | DT Investment Partners#644 · 125 sh | 125 | $1.8K | — | 0.0% |
| 645 | James T. Borello RIA#645 · 123 sh | 123 | $1.8K | — | 0.0% |
| 646 | WEST PACES ADVISORS#646 · 119 sh | 119 | $1.7K | — | New |
| 647 | Synergy Investment Management#647 · 118 sh | 118 | $1.7K | <0.01% | -42.2% |
| 648 | CALDWELL SUTTER CAPITAL#648 · 111 sh | 111 | $1.6K | <0.01% | New |
| 649 | Millstone Evans Group#649 · 109 sh | 109 | $1.6K | <0.01% | 0.0% |
| 650 | Bay Harbor Wealth Management#650 · 102 sh | 102 | $1.5K | <0.01% | +25.9% |
| 651 | FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A.#651 · 100 sh | 100 | $1.5K | — | -100.0% |
| 652 | Paladin Partners#652 · 100 sh | 100 | $1.5K | — | 0.0% |
| 653 | Dunhill Financial#653 · 95 sh | 95 | $1.4K | <0.01% | +37.7% |
| 654 | FINANCIAL CONSULATE#654 · 92 sh | 92 | $1.3K | — | 0.0% |
| 655 | Cornerstone Financial Management#655 · 89 sh | 89 | $1.3K | <0.01% | -28.8% |
| 656 | Burk#656 · 87 sh | 87 | $1.3K | <0.01% | 0.0% |
| 657 | HIGHLINE WEALTH PARTNERS#657 · 85 sh | 85 | $1.2K | — | +8400.0% |
| 658 | Ankerstar Wealth#658 · 83 sh | 83 | $1.2K | <0.01% | 0.0% |
| 659 | NBT BANK N A#659 · 78 sh | 78 | $1.1K | — | 0.0% |
| 660 | Westside Investment Management#660 · 75 sh | 75 | $1.1K | <0.01% | 0.0% |
| 661 | DiNuzzo Private Wealth#661 · 74 sh | 74 | $1.1K | — | 0.0% |
| 662 | Avion Wealth#662 · 101 sh | 101 | $1.0K | <0.01% | 0.0% |
| 663 | TSFG#663 · 50 sh | 50 | $1.0K | — | 0.0% |
| 664 | Highland Investment Advisors#664 · 68 sh | 68 | $999.00 | <0.01% | — |
| 665 | Washington Advisors#665 · 66 sh | 66 | $968.00 | — | New |
| 666 | VALLEY NATIONAL ADVISERS#666 · 57 sh | 57 | $836.00 | — | New |
| 667 | Principia Wealth Advisory#667 · 49 sh | 49 | $718.00 | <0.01% | -12.5% |
| 668 | Abound Wealth Management#668 · 48 sh | 48 | $704.00 | — | -78.6% |
| 669 | Cornerstone Planning Group#669 · 45 sh | 45 | $669.00 | — | +21.6% |
| 670 | AMERICAN NATIONAL BANK#670 · 45 sh | 45 | $659.00 | — | 0.0% |
| 671 | Provenance Wealth Advisors#671 · 43 sh | 43 | $630.00 | <0.01% | New |
| 672 | WOLFF WIESE MAGANA#672 · 40 sh | 40 | $587.00 | — | 0.0% |
| 673 | Clark Wealth Partners#673 · 40 sh | 40 | $587.00 | — | +21.2% |
| 674 | GHP Investment Advisors#674 · 37 sh | 37 | $543.00 | — | 0.0% |
| 675 | RAFFA WEALTH MANAGEMENT#675 · 34 sh | 34 | $498.00 | <0.01% | 0.0% |
| 676 | PROATHLETE WEALTH MANAGEMENT#676 · 34 sh | 34 | $498.00 | — | New |
| 677 | WestEnd Advisors#677 · 32 sh | 32 | $469.00 | 0.00% | +3.2% |
| 678 | LRI Investments#678 · 32 sh | 32 | $469.00 | 0.00% | New |
| 679 | Signature Equity Partners#679 · 32 sh | 32 | $469.00 | <0.01% | -91.2% |
| 680 | Oakworth Capital#680 · 28 sh | 28 | $410.00 | — | 0.0% |
| 681 | Strengthening Families & Communities#681 · 25 sh | 25 | $367.00 | — | New |
| 682 | HFM Investment Advisors#682 · 25 sh | 25 | $367.00 | <0.01% | +31.6% |
| 683 | Spectrum Wealth Advisory Group#683 · 20 sh | 20 | $297.00 | <0.01% | New |
| 684 | TFC Financial Management#684 · 18 sh | 18 | $264.00 | — | 0.0% |
| 685 | WPG Advisers#685 · 18 sh | 18 | $264.00 | <0.01% | 0.0% |
| 686 | MidFirst Bank#686 · 17 sh | 17 | $249.00 | 0.00% | 0.0% |
| 687 | Monetary Solutions, Ltd#687 · 16 sh | 16 | $235.00 | — | 0.0% |
| 688 | Tidemark#688 · 14 sh | 14 | $205.00 | 0.00% | 0.0% |
| 689 | Inspire Investing#689 · 13 sh | 13 | $197.00 | — | 0.0% |
| 690 | Valued Wealth Advisors#690 · 12 sh | 12 | $175.00 | <0.01% | -14.3% |
| 691 | DecisionPoint Financial#691 · 11 sh | 11 | $162.00 | 0.00% | New |
| 692 | American Capital Advisory#692 · 11 sh | 11 | $162.00 | <0.01% | 0.0% |
| 693 | Buck Wealth Strategies#693 · 10 sh | 10 | $147.00 | 0.00% | New |
| 694 | Retirement Wealth Solutions#694 · 10 sh | 10 | $147.00 | — | 0.0% |
| 695 | Planning Strategies#695 · 10 sh | 10 | $147.00 | — | — |
| 696 | IFG Advisory#696 · 9 sh | 9 | $132.00 | 0.00% | New |
| 697 | Quaker Wealth Management#697 · 9 sh | 9 | $132.00 | — | 0.0% |
| 698 | TOUNJIAN ADVISORY PARTNERS#698 · 9 sh | 9 | $131.00 | <0.01% | New |
| 699 | Smallwood Wealth Investment Management#699 · 7 sh | 7 | $102.00 | 0.00% | 0.0% |
| 700 | Allied Private Wealth#700 · 6 sh | 6 | $95.00 | <0.01% | — |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.