AESNYSECogeneration Services & Small Power ProducersFiscal year ends December 31
AES CORP
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 4, 2026
$14.96+0.01 (+0.07%)
Close on Oct 19, 2026
- Market cap
- $10.70B
- P/E (TTM)
- 11.9
- Dividend yield
- 4.70%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
89.7%
640M of 713M shares
Institutional holders
703
81 new, 113 sold out
Net institutional buying
9M
In Q2 2026
Insider trades, 12 months
0 buys · 0 sales
Open-market trades only
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| Vanguard Capital Management | 52,416,485 | 7.35% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 43,744,635 | 6.10% | 13G (passive) | Jun 30, 2025 |
| BlackRock, Inc. | 42,148,448 | 5.90% | 13G (passive) amendment | Mar 31, 2025 |
| Abigail P. Johnson | 40,594,873 | 5.70% | 13G (passive) amendment | Mar 31, 2025 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of AES | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 49,278,892 | 6.91% | $722.43M | +2,112,376 | 0.01% |
| Vanguard Capital Management LLC | 46,504,987 | 6.52% | $681.76M | +222,664 | 0.01% |
| State Street Corp | 42,891,937 | 6.01% | $628.80M | −89,402 | 0.02% |
| Vanguard Portfolio Management LLC | 35,374,898 | 4.96% | $518.60M | −134,874 | 0.02% |
| Balyasny Asset Management L.P. | 34,633,491 | 4.85% | $507.73M | +23,450,130 | 0.63% |
| Geode Capital Management, LLC | 25,120,280 | 3.52% | $367.77M | +610,680 | 0.02% |
| Millennium Management LLC | 21,304,566 | 2.99% | $312.32M | +11,378,836 | 0.11% |
| Morgan Stanley | 20,996,464 | 2.94% | $307.81M | −3,297,565 | 0.02% |
| Invesco Ltd. | 18,548,188 | 2.60% | $271.92M | +285,458 | 0.02% |
| Goldman Sachs Group Inc | 14,647,897 | 2.05% | $214.74M | +1,772,582 | 0.02% |
| Citadel Advisors LLC | 13,701,040 | 1.92% | $200.86M | +11,488,253 | 0.02% |
| AQR Arbitrage LLC | 13,686,323 | 1.92% | $200.30M | +5,454,228 | 2.85% |
| Hbk Investments L P | 11,070,839 | 1.55% | $162.30M | New | 1.59% |
| Qube Research & Technologies Ltd | 10,935,897 | 1.53% | $160.32M | +6,212,433 | 0.15% |
| UBS Group AG | 9,560,511 | 1.34% | $140.16M | −5,389,531 | 0.02% |
| Aqr Capital Management LLC | 8,295,592 | 1.16% | $121.41M | +6,843,506 | 0.04% |
| Northern Trust Corp | 8,053,616 | 1.13% | $118.07M | −471,825 | 0.01% |
| Dimensional Fund Advisors LP | 7,888,298 | 1.11% | $115.64M | +478,977 | 0.02% |
| Charles Schwab Investment Management Inc | 7,745,034 | 1.09% | $113.54M | +76,946 | 0.02% |
| Kryger Capital LLC | 6,840,535 | 0.96% | $100.28M | +4,590,535 | 5.72% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 703 | 640M | 89.7% | 81 / 268 | 247 / 113 | 130M | 121M |
| Q1 2026 | 751 | 632M | 88.6% | 133 / 246 | 275 / 115 | 238M | 124M |
| Q4 2025 | 747 | 607M | 85.1% | 123 / 268 | 253 / 67 | 50M | 63M |
| Q3 2025 | 705 | 621M | 87.0% | 111 / 262 | 244 / 76 | 51M | 79M |
| Q2 2025 | 684 | 650M | 91.2% | 109 / 287 | 211 / 113 | 78M | 56M |
| Q1 2025 | 698 | 630M | 88.3% | 114 / 278 | 229 / 117 | 81M | 106M |
| Q4 2024 | 713 | 658M | 92.2% | 123 / 268 | 250 / 106 | 96M | 135M |
| Q3 2024 | 706 | 701M | 98.2% | 99 / 283 | 241 / 83 | 109M | 47M |
| Q2 2024 | 695 | 693M | 97.2% | 111 / 312 | 194 / 60 | 68M | 89M |
| Q1 2024 | 652 | 716M | 100.0% | 107 / 271 | 190 / 77 | 126M | 75M |
| Q4 2023 | 631 | 672M | 94.2% | 106 / 235 | 211 / 84 | 94M | 52M |
| Q3 2023 | 618 | 631M | 88.4% | 73 / 247 | 211 / 83 | 65M | 59M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of AES | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 22,641,346 | 3.17% | $331.92M | 0.01% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 18,481,276 | 2.59% | $270.94M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 16,359,243 | 2.29% | $239.83M | 0.13% | Jun 30, 2026 |
| Invesco S&P 500 Equal Weight ETF | 12,740,127 | 1.79% | $187.03M | 0.19% | Jul 31, 2026 |
| State Street(R) Utilities Select Sector SPDR(R) ETF | 11,604,644 | 1.63% | $170.12M | 0.74% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 10,360,572 | 1.45% | $151.89M | 0.22% | Jun 30, 2026 |
| iShares Core S&P 500 ETF | 9,831,135 | 1.38% | $144.12M | 0.02% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 9,113,072 | 1.28% | $133.69M | 0.02% | May 31, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 500(R) High Dividend ETF | 6,184,590 | 0.87% | $90.67M | 1.23% | Jun 30, 2026 |
| Fidelity High Dividend ETF | 6,132,844 | 0.86% | $90.03M | 0.89% | Jul 31, 2026 |
| Vanguard Utilities Index Fund | 4,956,803 | 0.69% | $72.72M | 0.69% | May 31, 2026 |
| Vanguard Institutional Index Fund | 3,872,347 | 0.54% | $56.77M | 0.02% | Jun 30, 2026 |
| Capital Income Builder | 3,439,574 | 0.48% | $50.49M | 0.04% | Jul 31, 2026 |
| Calamos Market Neutral Income Fund | 3,438,138 | 0.48% | $50.47M | 0.27% | Jul 31, 2026 |
| iShares Russell Mid-Cap ETF | 2,918,039 | 0.41% | $42.78M | 0.08% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Andres Gluski | President and CEO, Director | 2,113,570 | 0.30% | Feb 26, 2026 |
| Aubrey Nicole Jarred | Vice President and Controller | 10,907 | 0.00% | May 8, 2026 |
| Tish Mendoza | EVP & Chief HR Officer | 365,079 | 0.05% | Apr 24, 2026 |
| Stephen Coughlin | EVP and CFO | 265,494 | 0.04% | Apr 24, 2026 |
| Paul L. Freedman | EVP, GC and Corp. Secretary | 226,284 | 0.03% | Apr 24, 2026 |
| Juan Ignacio Rubiolo | EVP, COO, Pres., Energy Infra. | 275,911 | 0.04% | Apr 24, 2026 |
| Ricardo Manuel Falu | EVP, COO, Pres. New Enrgy Tech | 235,589 | 0.03% | Feb 26, 2026 |
| Santos Bernerd Da | EVP and President, US & RENs. | 438,463 | 0.06% | Feb 26, 2026 |
| Sherry Kohan | SVP & Chief Accounting Officer | 107,520 | 0.02% | Feb 26, 2026 |
| Julia M. Laulis | Director | 1,500 | 0.00% | May 1, 2026 |
| Inderpal S. Bhandari | Director | – | – | May 1, 2026 |
| Janet Davidson | Director | – | – | May 1, 2026 |
| Alain Monie | Director | 28,725 | 0.00% | May 1, 2026 |
| Teresa Mosley Sebastian | Director | – | – | May 1, 2026 |
| Moises Naim | Director | – | – | May 1, 2026 |
| Holly K. Koeppel | Director | – | – | May 1, 2026 |
| Gerard M. Anderson | Director | – | – | May 1, 2026 |
| Maura Shaughnessy | Director | 109,653 | 0.02% | May 13, 2025 |
| John B. Morse Jr | Director | 11,000 | 0.00% | May 13, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Juan Ignacio Rubiolo EVP, COO, Pres., Energy Infra. | Apr 23, 2026 | Award | +48,276 | – | – | 275,911 |
| Stephen Coughlin EVP and CFO | Apr 23, 2026 | Award | +50,345 | – | – | 265,494 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Apr 23, 2026 | Award | +44,483 | – | – | 223,154 |
| Tish Mendoza EVP & Chief HR Officer | Apr 23, 2026 | Award | +46,552 | – | – | 334,972 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 24, 2026 | Tax withholding | −1,388 | $16.27 | $22.58K | 178,671 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 24, 2026 | Tax withholding | −4,036 | $16.27 | $65.67K | 229,232 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 24, 2026 | Tax withholding | −1,597 | $16.27 | $25.98K | 227,635 |
| Tish Mendoza EVP & Chief HR Officer | Feb 24, 2026 | Tax withholding | −1,487 | $16.27 | $24.19K | 288,420 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 24, 2026 | Tax withholding | −992 | $16.27 | $16.14K | 235,589 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 24, 2026 | Tax withholding | −1,532 | $16.27 | $24.93K | 405,117 |
| Andres Gluski President and CEO, Director | Feb 24, 2026 | Tax withholding | −13,751 | $16.27 | $223.73K | 2,078,523 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 24, 2026 | Tax withholding | −483 | $16.27 | $7.86K | 71,424 |
| Stephen Coughlin EVP and CFO | Feb 24, 2026 | Tax withholding | −1,669 | $16.27 | $27.15K | 215,149 |
| Andres Gluski President and CEO, Director | Feb 20, 2026 | Tax withholding | −32,896 | $16.51 | $543.11K | 2,092,274 |
| Andres Gluski President and CEO, Director | Feb 20, 2026 | Award | +247,024 | – | – | 2,248,930 |
| Andres Gluski President and CEO, Director | Feb 20, 2026 | Tax withholding | −123,760 | $16.51 | $2.04M | 2,125,170 |
| Andres Gluski President and CEO, Director | Feb 20, 2026 | Award | +144,079 | – | – | 2,001,906 |
| Stephen Coughlin EVP and CFO | Feb 20, 2026 | Award | +36,074 | – | – | 243,998 |
| Stephen Coughlin EVP and CFO | Feb 20, 2026 | Award | +40,461 | – | – | 207,924 |
| Stephen Coughlin EVP and CFO | Feb 20, 2026 | Tax withholding | −4,682 | $16.51 | $77.30K | 223,891 |
| Stephen Coughlin EVP and CFO | Feb 20, 2026 | Tax withholding | −7,073 | $16.51 | $116.78K | 216,818 |
| Stephen Coughlin EVP and CFO | Feb 20, 2026 | Tax withholding | −15,425 | $16.51 | $254.67K | 228,573 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −1,782 | $16.51 | $29.42K | 71,907 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −1,180 | $16.51 | $19.48K | 73,689 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 20, 2026 | Tax withholding | −4,791 | $16.51 | $79.10K | 74,869 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 20, 2026 | Award | +11,256 | – | – | 79,660 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 20, 2026 | Award | +9,994 | – | – | 68,404 |
| Tish Mendoza EVP & Chief HR Officer | Feb 20, 2026 | Tax withholding | −3,648 | $16.51 | $60.23K | 295,419 |
| Tish Mendoza EVP & Chief HR Officer | Feb 20, 2026 | Tax withholding | −5,512 | $16.51 | $91.00K | 289,907 |
| Tish Mendoza EVP & Chief HR Officer | Feb 20, 2026 | Tax withholding | −13,801 | $16.51 | $227.85K | 299,067 |
| Tish Mendoza EVP & Chief HR Officer | Feb 20, 2026 | Award | +32,542 | – | – | 312,868 |
| Tish Mendoza EVP & Chief HR Officer | Feb 20, 2026 | Award | +28,026 | – | – | 280,326 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 20, 2026 | Award | +31,782 | – | – | 258,714 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 20, 2026 | Tax withholding | −4,238 | $16.51 | $69.97K | 239,671 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 20, 2026 | Tax withholding | −6,403 | $16.51 | $105.71K | 233,268 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 20, 2026 | Award | +38,487 | – | – | 226,932 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Feb 20, 2026 | Tax withholding | −14,805 | $16.51 | $244.43K | 243,909 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 20, 2026 | Award | +25,658 | – | – | 174,118 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 20, 2026 | Tax withholding | −5,478 | $16.51 | $90.44K | 180,059 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 20, 2026 | Tax withholding | −3,626 | $16.51 | $59.87K | 185,537 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 20, 2026 | Tax withholding | −12,933 | $16.51 | $213.52K | 189,163 |
| Paul L. Freedman EVP, GC and Corp. Secretary | Feb 20, 2026 | Award | +27,978 | – | – | 202,096 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 20, 2026 | Tax withholding | −5,414 | $16.51 | $89.39K | 406,649 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 20, 2026 | Tax withholding | −3,583 | $16.51 | $59.16K | 412,063 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 20, 2026 | Tax withholding | −14,188 | $16.51 | $234.24K | 415,646 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 20, 2026 | Award | +31,579 | – | – | 391,378 |
| Santos Bernerd Da EVP and President, US & RENs. | Feb 20, 2026 | Award | +38,456 | – | – | 429,834 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 20, 2026 | Tax withholding | −9,356 | $16.51 | $154.47K | 247,094 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 20, 2026 | Tax withholding | −4,187 | $16.51 | $69.13K | 242,907 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 20, 2026 | Tax withholding | −6,326 | $16.51 | $104.44K | 236,581 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 20, 2026 | Award | +128,289 | – | – | 236,480 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 20, 2026 | Award | +19,970 | – | – | 256,450 |
| Juan Ignacio Rubiolo EVP and Pres., Energy Infrast. | Nov 19, 2025 | Tax withholding | −7,121 | $13.77 | $98.06K | 188,445 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Nov 19, 2025 | Tax withholding | −9,240 | $13.77 | $127.23K | 108,191 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 24, 2025 | Tax withholding | −722 | $10.72 | $7.74K | 117,431 |
| Ricardo Manuel Falu EVP, COO, Pres. New Enrgy Tech | Feb 24, 2025 | Tax withholding | −1,099 | $10.72 | $11.78K | 118,153 |
| Stephen Coughlin EVP and CFO | Feb 24, 2025 | Tax withholding | −1,734 | $10.72 | $18.59K | 169,134 |
| Stephen Coughlin EVP and CFO | Feb 24, 2025 | Tax withholding | −1,671 | $10.72 | $17.91K | 167,463 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 24, 2025 | Tax withholding | −355 | $10.72 | $3.81K | 58,959 |
| Sherry Kohan SVP & Chief Accounting Officer | Feb 24, 2025 | Tax withholding | −549 | $10.72 | $5.89K | 58,410 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Sherry Kohan Officer | Jun 6, 2024 | 15,000 | $305.23K | Jun 6, 2024 | Restricted Stock Vesting |
| Santos Bernerd Da Officer | May 20, 2024 | 66,250 | $1.40M | May 20, 2024 | Option Granted 02/20/2015 |
| Tish Mendoza Officer | May 20, 2024 | 66,250 | $1.40M | May 20, 2024 | Option Granted 02/20/2015 |
| Tish Mendoza Officer | Dec 13, 2023 | 21,678 | $410.77K | Dec 13, 2023 | Option Granted 02/21/2014 |