Jeremy Grantham's AES Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 1.76 M shares of The AES Corporation (AES) worth $24.77 M, representing 0.06% of the portfolio. First purchased in 2019-Q1, this short-term holding has been held for 4 quarters.
Based on 13F filings, Jeremy Grantham has maintained this position in AES for several quarters, showing initial confidence in the investment. Largest addition occurred in Q1 2026, adding 1.76 M shares. Largest reduction occurred in Q3 2019, reducing 13,500 shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's The AES Corporation (AES) Holding Value Over Time
Track share changes against reported price movement
Quarterly The AES Corporation (AES) Trades by Jeremy Grantham
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2026 | +1.76 M | New Buy | 1.76 M | $14.09 |
| Q3 2019 | -13,500 | Sold Out | 0 | $0.00 |
| Q2 2019 | -11,700 | Reduce 46.43% | 13,500 | $16.74 |
| Q1 2019 | +25,200 | New Buy | 25,200 | $18.10 |
Jeremy Grantham's The AES Corporation Investment FAQs
Jeremy Grantham first purchased The AES Corporation (AES) in Q1 2019, acquiring 25,200 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held The AES Corporation (AES) for 4 quarters since Q1 2019.
Jeremy Grantham's largest addition to The AES Corporation (AES) was in Q1 2026, adding 1,757,922 shares worth $24.77 M.
According to the latest 13F filing for Q1 2026, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 1,757,922 shares of The AES Corporation (AES), valued at approximately $24.77 M.
As of the Q1 2026 filing, The AES Corporation (AES) represents approximately 0.06% of Jeremy Grantham's publicly disclosed stock portfolio, making it one of their key holdings.
Jeremy Grantham's peak holding in The AES Corporation (AES) was 1,757,922 shares, as reported at the end of Q1 2026.