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The AES Corporation

AES Utilities
$14.7 +$0.05 (0.34%)
Market Cap: $10.48 B
Gurus Holding
11
Popularity Rank
#324
% of Shares Held
1.37%
Net Activity (Q1 2026)
-$49.47 M

Guru Ownership Trend

Guru Analysis for The AES Corporation (AES)

The AES Corporation (AES), a key player in the Utilities sector, continues to attract institutional attention.

As of Q1 2026, a total of 11 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $143.74 M.

Top institutional holders include Paul Tudor Jones and Jeremy Grantham.

Institutional sentiment is currently Slightly Bearish. This is evidenced by a $49.47 M net outflow during the quarter.

Recent activity highlights John Hussman who dramatically increased their stake. Conversely, Steven Cohen reduced exposure by 93.9%.

Key Holders

Top 5 by Value

$32.57 M
$24.77 M
$21.94 M
$20.4 M
$18.02 M

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$63.3 M
Total Buy Value
New Buys 3
Additions 4
-$112.76 M
Total Sell Value
Reductions 4
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
4
Net Buyers
7

FAQs for The AES Corporation (AES)

Major holders include Paul Tudor Jones ($32.57 M), Jeremy Grantham ($24.77 M), George Soros ($21.94 M). According to the latest reported data, 11 tracked investment managers collectively hold approximately 9.78 M shares.

According to the latest 13F reporting period, sentiment appears Bearish (Net Selling). There was a net outflow of $49.47 M, with 7 managers increasing positions and 4 managers reducing holdings.

During the most recent reporting period, 4 managers trimmed their positions, while 0 fully exited AES. The total reported sell value was $112.76 M.

Yes, 3 managers opened new positions in AES, and 4 increased their existing holdings. The total reported buy value was $63.3 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.06% Reduce -34.6% 2,311,267 $32.57 M Q1 2026
0.06% New Buy 1,757,922 $24.77 M Q1 2026
0.24% New Buy 1,557,000 $21.94 M Q1 2026
0.01% Reduce -42.5% 1,452,086 $20.4 M Q1 2026
0.18% Add 95.3% 1,278,600 $18.02 M Q1 2026
0.02% Add 53.8% 403,653 $5.69 M Q1 2026
0.01% Reduce -93.9% 372,200 $5.24 M Q1 2026
0.08% New Buy 270,000 $3.8 M Q1 2026
0.01% Reduce -11.8% 183,807 $2.59 M Q1 2026
0.32% Add 10500.0% 106,000 $1.49 M Q1 2026
0.01% Add 77.6% 85,360 $1.2 M Q1 2026
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form