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The AES Corporation

AES Utilities
$14.96 $-0.01 (-0.03%)
Market Cap: $10.68 B
Gurus Holding
7
Popularity Rank
#1039
% of Shares Held
2.20%
Net Activity (Q2 2026)
+$87.83 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 Q2 2026, a total of 7 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $235.03 M.

Top institutional holders include Cliff Asness and Jeremy Grantham.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $87.83 M net inflow during the quarter.

Recent activity highlights Cliff Asness who increased their stake by 471.3%. Conversely, Paul Tudor Jones reduced exposure by 43.7%.

Key Holders

Top 5 by Value

$121.41 M
$34.47 M
$25.76 M
$19.63 M
$19.09 M

Top 5 by Conviction

Recent Activity Breakdown (Q2 2026)

+$130.62 M
Total Buy Value
New Buys 0
Additions 5
-$42.79 M
Total Sell Value
Reductions 2
Sold Out 4

Guru Consensus (Q2 2026)

Based on recent activity
Net Sellers
6
Net Buyers
5

FAQs for The AES Corporation (AES)

Major holders include Cliff Asness ($121.41 M), Jeremy Grantham ($34.47 M), Joel Greenblatt ($25.76 M). According to the latest reported data, 7 tracked investment managers collectively hold approximately 15.71 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $87.83 M, with 5 managers increasing positions and 6 managers reducing holdings.

During the most recent reporting period, 2 managers trimmed their positions, while 4 fully exited AES. The total reported sell value was $42.79 M.

Yes, 0 managers opened new positions in AES, and 5 increased their existing holdings. The total reported buy value was $130.62 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.04% Add 471.3% 8,295,592 $121.41 M Q2 2026
0.08% Add 33.8% 2,351,186 $34.47 M Q2 2026
0.06% Add 335.4% 1,757,456 $25.76 M Q2 2026
0.18% Add 4.8% 1,339,300 $19.63 M Q2 2026
0.03% Reduce -43.7% 1,302,440 $19.09 M Q2 2026
0.07% Add 26.1% 340,407 $4.99 M Q2 2026
0.01% Reduce -14.3% 319,010 $4.68 M Q2 2026
Date
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Transaction
Value
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SEC Form