The AES Corporation
MX ˙ BMV ˙ US00130H1059
SecurityMX:AES / The AES Corporation
InstitutionPerigon Wealth Management, LLC
Latest Disclosed Ownership69,800 shares
Latest Disclosed Value $ 983,484
Perigon Wealth Management, LLC reports 13.24% decrease in ownership of AES / The AES Corporation

On April 10, 2026 - Perigon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 69,800 shares of The AES Corporation (MX:AES) valued at $983,484 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 80,448 shares of The AES Corporation. This represents a change in shares of -13.24% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-10 2026-03-31 13F AES COM 00130H105 69,800 -10,648 -13.24 983 -14.74 0.0178
2026-01-16 2025-12-31 13F AES COM 00130H105 80,448 4,160 5.45 1,154 14.96 0.0206
2025-10-17 2025-09-30 13F AES COM 00130H105 76,288 2,793 3.80 1,004 29.75 0.0205
2025-07-16 2025-06-30 13F AES COM 00130H105 73,495 6,654 9.95 773 -6.87 0.0181
2025-04-23 2025-03-31 13F AES COM 00130H105 66,841 39,107 141.01 830 150.00 0.0213
2025-01-22 2024-12-31 13F AES COM 00130H105 27,734 -11,369 -29.07 333 -57.65 0.0082
2024-10-16 2024-09-30 13F AES COM 00130H105 39,103 -1,181 -2.93 784 10.89 0.0207
2024-08-02 2024-06-30 13F AES COM 00130H105 40,284 3,746 10.25 708 7.94 0.0205
2024-04-29 2024-03-31 13F AES COM 00130H105 36,538 8,437 30.02 655 21.30 0.0199
2024-01-29 2023-12-31 13F AES COM 00130H105 28,101 2,550 9.98 541 39.18 0.0177
2023-10-30 2023-09-30 13F AES COM 00130H105 25,551 6,479 33.97 388 -1.77 0.0157
2023-08-02 2023-06-30 13F/A-1 AES COM 00130H105 19,072 -3,215 -14.43 395 -26.31 0.0155
2023-08-02 2023-06-30 13F AES COM 00130H105 19,072 -3,215 395 0.0155
2023-05-03 2023-03-31 13F AES COM 00130H105 22,287 -2,487 -10.04 537 -24.72 0.0305
2023-05-01 2022-12-31 13F/A-1 AES COM 00130H105 24,774 430 1.77 712 29.45 0.0442
2023-02-14 2022-12-31 13F AES COM 00130H105 24,774 430 712 0.0442
2022-12-13 2022-09-30 13F AES COM 00130H105 24,344 -1,788 -6.84 550 0.18 0.0475
2022-08-11 2022-06-30 13F AES COM 00130H105 26,132 2,922 12.59 549 -8.04 0.0459
2022-05-16 2022-03-31 13F AES COM 00130H105 23,210 3,002 14.86 597 21.59 0.0422
2022-02-11 2021-12-31 13F AES COM 00130H105 20,208 1,426 7.59 491 14.45 0.0351
2021-11-01 2021-09-30 13F/A-1 AES COM 00130H105 18,782 1,383 7.95 429 -5.51 0.0372
2021-07-19 2021-06-30 13F AES COM 00130H105 17,399 -121 -0.69 454 -3.40 0.0404
2021-05-17 2021-03-31 13F AES COM 00130H105 17,520 -3,452 -16.46 470 -4.67 0.0479
2021-01-28 2020-12-31 13F AES COM 00130H105 20,972 236 1.14 493 31.12 0.0573
2020-11-03 2020-09-30 13F AES COM 00130H105 20,736 292 1.43 376 27.03 0.0526
2020-07-29 2020-06-30 13F AES COM 00130H105 20,444 3,963 24.05 296 21.81 0.0469
2020-04-17 2020-03-31 13F AES COM 00130H105 16,481 16,481 243 0.0452
2019-10-25 2019-09-30 13F AES COM 00130H105 0 -10,420 -100.00 0 -100.00
2019-08-05 2019-06-30 13F AES COM 00130H105 10,420 10,420 175 0.0410
2019-02-11 2018-12-31 13F Aes COM 00130H105 0 -27,240 -100.00 0 -100.00
2018-11-13 2018-09-30 13F Aes COM 00130H105 27,240 0 0.00 381 4.38 0.0939
2018-08-09 2018-06-30 13F/A-2 Aes COM 00130H105 27,240 1,480 5.75 365 24.57 0.1097
2018-08-08 2018-06-30 13F/A-1 Aes COM 00130H105 25,760 0 293 0.1181
2018-08-07 2018-06-30 13F Aes COM 00130H105 25,760 0 293 0.1181
2018-05-14 2018-03-31 13F Aes COM 00130H105 25,760 25,760 5.82 293 -46.73 0.1079
2014-02-18 2013-12-31 13F AES COM 00130H105 0 -24,344 -100.00 0 -100.00
2022-11-14 2011-09-30 13F AES COM 00130H105 24,344 24,344 550 0.0475
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.