Vickers Stock Research, a subsidiary of Argus Research Group, tracks and analyzes insider trading and institutional stock ownership trends. Form 13-Fs, which institutions must file to report their holdings, are due 45 days after the end of calendar quarters, and have now come in for 2Q26. We like to review the 13Fs of the major investors -- including Two Sigma, Ark Investments, Citadel, and Berkshire Hathaway, among others -- in order to determine their core holdings and new purchases. Here are some recent new purchases and key holdings of some of the bigger institutional investors, according to Vickers. The ratings noted are the Argus rating.

AES is a global power company that operates in 15 countries. Its generation portfolio totals over 32 gigawatts, including renewable energy, gas, coal, and oil. AES has majority ownership in and operates numerous electric utilities.

AES Corp., based in Arlington, Virginia, is an independent global power company. In addition, the company owns three regulated utilities in the U.S. It generates approximately 32,000 megawatts of electricity. AES has operations in 15 countries, including the United States, Chile, Colombia, Argentina, Brazil, Mexico, India, and Bulgaria and has about 8,300 employees. The AES shares are a component of the S&P 500.

The major indices are higher at midday. Chip stocks are up and that's lifting the mood on Wall Street, this while investors wait to see what happens with the Iran and U.S. ceasefire. Crude oil is at $72 per barrel, the yield on the 10-year note is at 4.55%, and the VIX volatility index is back down to 16.