NYSE · Utilities

AES CORP AES

The AES Corporation, together with its subsidiaries, operates as a power generation and utility company. It operates through four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies.

Electric Utilities: Central

Company profile

Business mix

  • It operates through four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies.
  • The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries.
  • It uses various fuels and technologies to generate electricity, such as solar, hydro, wind, coal, and gas, as well as renewables comprising energy storage and landfill gas.
  • The company owns and/or operates a generation portfolio of approximately 34,740 megawatts and distributes power to 2.7 million customers.

Current key questions

  • Can rate-base growth, allowed returns, and demand support earnings in utilities - diversified?
  • How do regulation, fuel costs, interest rates, and capital spending affect customer bills and returns?
  • Does the balance sheet support required infrastructure investment and dividends?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 7.64 FCF -14.14% Buyback -0.18%
2026-06-07

Current firm holders

Firm Weight Value Filing period
Soros Fund Management George Soros 0.2% $21.9M 2026-03-31

Recent trading changes over the last 2 quarters

Net buyers 1 Last 2 13F filing periods
Net reducers 0 Last 2 13F filing periods
Unchanged holders 0 Share count unchanged
Increase amount $21.9M Estimated from net added shares
Reduction amount $0 Estimated from net reduced shares
Net share change / base shares New +1,557,000 / 0
Soros Fund Management George Soros 1 filing periods
13F 2026-03-31 Filed 2026-05-15
New Shares - 13F value change +$21.9M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 2 periods +1,557,000 (New) Total shares 1,557,000 Value $21.9M

Recent mentions

No public mentions.