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The AES Corporation

AES Utilities
$14.48 +$0.04 (0.24%)
Market Cap: $10.33 B
Gurus Holding
8
Popularity Rank
#819
% of Shares Held
1.86%
Net Activity (Q4 2025)
+$93.01 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 Q4 2025, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $192.53 M.

Top institutional holders include Steven Cohen and Paul Tudor Jones.

Institutional sentiment is currently Strongly Bullish. This is evidenced by a $93.01 M net inflow during the quarter.

Recent activity highlights Steven Cohen who dramatically increased their stake. Conversely, Paul Tudor Jones reduced exposure by 16.9%.

Key Holders

Top 5 by Value

$86.85 M
$50.69 M
$36.22 M
$9.39 M
$3.76 M

Top 5 by Conviction

Recent Activity Breakdown (Q4 2025)

+$103.55 M
Total Buy Value
New Buys 2
Additions 2
-$10.55 M
Total Sell Value
Reductions 3
Sold Out 0

Guru Consensus (Q4 2025)

Based on recent activity
Net Sellers
3
Net Buyers
4

FAQs for The AES Corporation (AES)

Major holders include Steven Cohen ($86.85 M), Paul Tudor Jones ($50.69 M), Cliff Asness ($36.22 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 13.29 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $93.01 M, with 4 managers increasing positions and 3 managers reducing holdings.

During the most recent reporting period, 3 managers trimmed their positions, while 0 fully exited AES. The total reported sell value was $10.55 M.

Yes, 2 managers opened new positions in AES, and 2 increased their existing holdings. The total reported buy value was $103.55 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.10% Add 15806.3% 6,056,308 $86.85 M Q4 2025
0.09% Reduce -16.9% 3,535,076 $50.69 M Q4 2025
0.02% Add 59.9% 2,525,583 $36.22 M Q4 2025
0.09% Reduce -0.5% 654,700 $9.39 M Q4 2025
0.01% Reduce -5.1% 262,438 $3.76 M Q4 2025
0.01% New Buy 208,494 $2.99 M Q4 2025
0.00% New Buy 48,060 $689,180 Q4 2025
0.00% 1,000 $14,340 Q4 2025
Date
Insider Name
Transaction
Value
Shares
Position / Chg
SEC Form