AES
The AES Corporation · Utilities · Diversified Utilities
Momentum inputs (comparable managers):
holder breadth +6.2% ·
share flow -1.8% ·
net new positions +5.9%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | -4 | 457.72M | $6.71B | +4 | −10 |
| Q1 2026 | 150 | 0 | 436.29M | $6.15B | +7 | −7 |
| Q4 2025 | 148 | +1 | 489.87M | $7.02B | +1 | n/a |
| Q3 2025 | 20 | 0 | 301.28M | $3.96B | n/a | n/a |
| Q2 2025 | 17 | +1 | 263.02M | $2.77B | +1 | n/a |
| Q1 2025 | 13 | -2 | 108.83M | $1.35B | +1 | −3 |
| Q4 2024 | 15 | 0 | 109.73M | $1.41B | +2 | −2 |
| Q3 2024 | 14 | 0 | 61.00M | $1.22B | +2 | −2 |
| Q2 2024 | 14 | n/a | 61.95M | $1.09B | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 87.16M | n/a | $916.96M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 44.94M | n/a | $472.75M | 0.0% | n/c | 1 | SEC ↗ ×17 |
| 3 | State Street Global Advisors ✦ (passive) | 43.74M | +4.4% | $460.16M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Fidelity (FMR) ✦ | 26.99M | n/a | $283.95M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 5 | Geode Capital Management ✦ (passive) | 24.39M | +5.1% | $256.22M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 6 | Capital World Investors ✦ | 15.60M | 0.0% | $164.13M | 0.0% | Held | 5 | SEC ↗ |
| 7 | Point72 Asset Management ✦ | 5.39M | +348.7% | $56.75M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 8 | Marshall Wace ✦ | 4.03M | -52.5% | $42.44M | 0.1% | ▼ Trim | 3 | SEC ↗ ×3 |
| 9 | Citadel Advisors ✦ | 2.63M | -49.1% | $27.65M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 10 | D. E. Shaw & Co. ✦ | 2.50M | -23.2% | $26.27M | 0.0% | ▼ Trim | 5 | SEC ↗ ×2 |
| 11 | Two Sigma Investments ✦ | 1.60M | -66.9% | $16.84M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 12 | AQR Capital Management ✦ | 1.07M | -32.1% | $10.82M | 0.0% | ▼ Trim | 5 | SEC ↗ ×4 |
| 13 | T. Rowe Price ✦ | 1.03M | -1.9% | $10.79M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 14 | GAMCO Investors ✦ | 653.20K | +10.3% | $6.87M | 0.1% | ▲ Add | 5 | SEC ↗ |
| 15 | Adage Capital Partners ✦ | 652.01K | New | $6.86M | 0.0% | New | 1 | SEC ↗ |
| 16 | Millennium Management ✦ | 472.50K | -75.5% | $4.97M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 17 | Gotham Asset Management ✦ | 157.20K | +221.0% | $1.65M | 0.0% | ▲ Add | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Adage Capital Partners | $6.86M | 0.0% |
Exited
| No tracked exits this quarter. |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 742 holders, 628.69M shares, $8.57B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.