AES Corp (AES) shareholders
AESNYSECogeneration Services & Small Power ProducersFiscal year ends December 31
Financials through Q3 FY2026, quarter ended Sep 30, 2026Last filing: 10-Q on Nov 3, 2026Score 10/3024% below fair value
$14.91+0.00 (0.00%)
Close on Nov 13, 2026Market cap $10.64BP/E 11.8Yield 4.72%
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 Joint filing with FMR LLC (5.70%) | 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)
503 funds held AES in Q2 2026, 72% of their shares through ETFs. Each fund counts once per quarter, from its quarter-end report.
| 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.
Short interest
Shares sold short and not yet bought back, as of Oct 30, 2026 (FINRA, reported twice a month)
Short % of float
3.70%
26M shares short
Days to cover
2.6
At 10M shares a day
Change since last report
+28.2%
From 20M shares
Short volume, 20 days
40.5%
Of volume reported to FINRA
Shares sold short, last 12 months
Short sale volume counts trades marked short on any given day, including market-maker hedging, so it runs far higher than the share of AES's stock actually held short. Settlement fails (shares not delivered on time) peaked at 136,117 shares on Sep 1, 2026 over the last 90 days.
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 |
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