Joel Greenblatt's AES Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 276,523 shares of The AES Corporation (AES) worth $3.64 M, representing 0.02% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Joel Greenblatt has maintained a long-term strategic position in AES, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2025, adding 119,321 shares. Largest reduction occurred in Q1 2018, reducing 228,803 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's The AES Corporation (AES) Holding Value Over Time
Track share changes against reported price movement
Quarterly The AES Corporation (AES) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +241,736 | New Buy | 241,736 | $14.28 |
| Q2 2014 | -241,736 | Sold Out | 241,736 | $14.28 |
| Q1 2018 | +12,933 | New Buy | 12,933 | $11.37 |
| Q2 2018 | +4,026 | Add 31.13% | 16,959 | $13.39 |
| Q3 2018 | +2,803 | Add 16.53% | 19,762 | $14.02 |
| Q4 2018 | +3,149 | Add 15.93% | 22,911 | $14.45 |
| Q1 2019 | +2,242 | Add 9.79% | 25,153 | $18.09 |
| Q2 2019 | -1,034 | Reduce 4.11% | 24,119 | $16.75 |
| Q3 2019 | -2,224 | Reduce 9.22% | 21,895 | $16.35 |
| Q4 2019 | -1,492 | Reduce 6.81% | 20,403 | $19.90 |
| Q1 2020 | -3,987 | Reduce 19.54% | 16,416 | $13.58 |
| Q2 2020 | -3,126 | Reduce 19.04% | 13,290 | $14.52 |
| Q3 2020 | -419 | Reduce 3.15% | 12,871 | $18.10 |
| Q4 2020 | +9,697 | Add 75.34% | 22,568 | $23.48 |
| Q1 2021 | +108,291 | Add 479.84% | 130,859 | $26.81 |
| Q2 2021 | -23,833 | Reduce 18.21% | 107,026 | $26.07 |
| Q3 2021 | -46,068 | Reduce 43.04% | 60,958 | $22.84 |
| Q4 2021 | -60,958 | Sold Out | 60,958 | $22.84 |
| Q1 2022 | +133,640 | New Buy | 133,640 | $25.73 |
| Q2 2022 | -37,956 | Reduce 28.40% | 95,684 | $21.01 |
| Q3 2022 | -56,801 | Reduce 59.36% | 38,883 | $22.61 |
| Q4 2022 | +4,352 | Add 11.19% | 43,235 | $28.76 |
| Q1 2023 | -43,235 | Sold Out | 43,235 | $28.76 |
| Q4 2023 | +10,353 | New Buy | 10,353 | $19.25 |
| Q1 2024 | -10,353 | Sold Out | 10,353 | $19.25 |
| Q1 2025 | +48,973 | New Buy | 48,973 | $12.42 |
| Q2 2025 | +108,229 | Add 221.00% | 157,202 | $10.52 |
| Q3 2025 | +119,321 | Add 75.90% | 276,523 | $13.16 |
Joel Greenblatt's The AES Corporation Investment FAQs
Joel Greenblatt first purchased The AES Corporation (AES) in Q1 2014, acquiring 241,736 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held The AES Corporation (AES) for 47 quarters since Q1 2014.
Joel Greenblatt's largest addition to The AES Corporation (AES) was in Q1 2014, adding 241,736 shares worth $3.45 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 276,523 shares of The AES Corporation (AES), valued at approximately $3.64 M.
As of the Q3 2025 filing, The AES Corporation (AES) represents approximately 0.02% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in The AES Corporation (AES) was 276,523 shares, as reported at the end of Q3 2025.