AES Corporation (AES)
What changed in recent filings
- Revenue +20% YoYQuarter ended Jun 30, 2026
- Institutions — 1 added · 2 reduced13F · as of end of 2026 Q2
- Free cash flow declined recentlyDec 31, 2025 → Jun 30, 2026
What changed in recent SEC filings — factual, not a buy/sell recommendation.
AES Corporation recent earnings releases
Based on SEC filings. The release date is the day the earnings filing (8-K) was accepted; for quarters where that filing was not found, the periodic report filing date is shown.
- 26Q2Report filed Aug 4, 2026Revenue +19.9% YoY · EPS $0.60Release time unknown: Aug 3 close → Aug 5 close, the stock moved -0.1% · over the same window, market +1.6% · sector -0.7%
- 26Q1Report filed May 5, 2026Revenue +8.7% YoY · EPS $0.68Release time unknown: May 4 close → May 6 close, the stock moved +0.4% · over the same window, market +2.2% · sector -0.7%
- 25Q4Report filed Mar 2, 2026Revenue +4.7% YoY · EPS $0.45Release time unknown: Feb 27 close → Mar 3 close, the stock moved -17.9% · over the same window, market -0.8% · sector -1.1%
- 25Q3Report filed May 1, 2025Revenue +1.9% YoY · EPS $0.89Release time unknown: Apr 30 close → May 2 close, the stock moved +1.8% · over the same window, market +2.2% · sector +0.8%
The next earnings release is estimated around Oct 29, 2026 (calculated from how long this company has taken between quarter end and filing; it is not a date announced by the company).
Institutions holding AES Corporation
How many of the institutions we track reported holding this stock, quarter by quarter.
2019 Q1: 3 → 2026 Q2: 4 institutions
Counts the 52 institutions we track that reported holding this stock — their full reported holdings, not just the largest positions. Not the total number of institutional holders in the US. Figures are as of quarter-end and disclosed up to 45 days later. Descriptive only — not investment advice.
Which institutions hold AES Corporation
Institutions we track that reported holding this stock in their most recent 13F.
- Tudor Investment Corp0.03% of portfolio · since 2022 Q4
- Point72 Asset Management0.01% of portfolio · since 2024 Q4
- Moore Capital Management0.07% of portfolio · since 2026 Q1
- Blackstoneunder 0.01% of portfolio · since 2026 Q1
Based on 13F filings — quarter-end holdings, disclosed up to 45 days later. Holding a stock is a fact we report, not a recommendation to buy or sell.
Q2 2026 13F recap — stocks several institutions bought and sold together →Company overview
The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities. Its current operations span renewable energy, including solar, wind, hydro, and energy storage, alongside conventional thermal generation and LNG infrastructure. The company also invests in newer energy technologies that support grid modernization, digital energy services, and cleaner power delivery. AES is active in multiple regions across the Americas and other international markets, making it a diversified participant in the electric power sector. Headquartered in Arlington, Virginia, and founded in 1981, The AES Corporation focuses on producing, transmitting, and distributing electricity as part of the global transition toward more flexible and lower-carbon energy systems.
What is the Utilities sector?
Power, gas, and water. A regulated industry with stable dividends.
AES Corporation is classified under the Utilities sector. See peers below.
AES Corporation key financials
Based on SEC filings · as of Jun 30, 2026
Tap a metric name to see its meaning in the glossary.
AES Corporation vs Utilities sector benchmark
Median of 22 representative sector stocks · SEC filings · factual comparison (not advice)
A simple comparison to the sector benchmark. Higher or lower doesn’t mean good/bad or buy/sell.
AES revenue by segment summary
SEC 10-Q · segment totals cross-checked against total revenue
2026-06-30 revenue was $3.4B, +19.9% YoY.
The largest segment is Non-regulated revenue, 70.9% of revenue — a highly concentrated structure.
Recent revenue growth was led mainly by the Non-regulated revenue segment (about 89% of the increase).
Full segment weights, YoY changes, and an AI synthesis are available in the detailed analysis.
AES segment revenue mix trend
Quarterly change in segment revenue share · verified from SEC filings
2 quarters with a different segment breakdown were omitted (filing basis changed).
ETFs holding AES Corporation
Per SEC N-PORT · 2026-06-30 · by weight · factual
AES on Stocklore
- Revenue by segment — segment weights verified from SEC filings, YoY changes, growth drivers and concentration
- Financials & earnings quality — 6 metrics (FCF conversion, ROIC, net debt, etc.) to gauge profit quality
- 13F institutional holdings — holdings and weight changes of major institutions (45-day delay)
- Sector-relative metrics — Valuation and growth compared with the Utilities average
Peers · Utilities
AES FAQ
What is AES Corporation (AES)?
The AES Corporation is a global energy company that develops, owns, and operates power generation and utility assets. AES serves residential, commercial, industrial, and governmental customers through a mix of regulated utilities, wholesale electricity businesses, and generation facilities. Its current operations span renewable energy, including solar, wind, hydro, and energy storage, alongside conventional thermal generation and LNG infrastructure. The company also invests in newer energy technologies that support grid modernization, digital energy services, and cleaner power delivery. AES is active in multiple regions across the Americas and other international markets, making it a diversified participant in the electric power sector. Headquartered in Arlington, Virginia, and founded in 1981, The AES Corporation focuses on producing, transmitting, and distributing electricity as part of the global transition toward more flexible and lower-carbon energy systems.
What sector is AES Corporation in?
AES Corporation is classified under Utilities. Power, gas, and water. A regulated industry with stable dividends.
What are AES Corporation's key financials?
As of Jun 30, 2026 in SEC filings: Revenue growth (YoY) 8.5%, Net margin 14.3%, ROE 22.4%. Definitions and interpretation are available on Stocklore.
What are AES Corporation's main revenue segments?
The largest segment is Non-regulated revenue, about 70.9% of revenue. Segment totals are cross-checked against total revenue from SEC filings.
Where can I analyze AES Corporation (AES) stock?
On Stocklore you can see AES's financials & earnings quality, 13F institutional holdings, and sector-relative metrics in one place. This page is for information and tools — not a buy/sell recommendation.
Data sources: SEC EDGAR (financials & filings), 13F (institutional holdings, as of quarter-end), market data. This page is for information and analysis tools — it does not recommend buying or selling any security. Investment decisions and responsibility are your own.