The AES Corporation
MX ˙ BMV ˙ US00130H1059
SecurityMX:AES / The AES Corporation
InstitutionHeritage Wealth Advisors
Latest Disclosed Ownership7,283 shares
Latest Disclosed Value $ 102,617
Heritage Wealth Advisors reports 288.43% increase in ownership of AES / The AES Corporation

On May 13, 2026 - Heritage Wealth Advisors filed a 13F-HR form disclosing ownership of 7,283 shares of The AES Corporation (MX:AES) valued at $102,617 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,875 shares of The AES Corporation. This represents a change in shares of 288.43% 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)
2026-05-13 2026-03-31 13F A E S COM 00130H105 7,283 5,408 288.43 103 292.31 0.0040
2026-02-13 2025-12-31 13F A E S COM 00130H105 1,875 0 0.00 27 8.33 0.0010
2025-11-13 2025-09-30 13F A E S COM 00130H105 1,875 0 0.00 25 26.32 0.0011
2025-08-11 2025-06-30 13F A E S COM 00130H105 1,875 0 0.00 20 -17.39 0.0009
2025-05-08 2025-03-31 13F A E S COM 00130H105 1,875 -154 -7.59 23 -11.54 0.0012
2025-02-12 2024-12-31 13F A E S COM 00130H105 2,029 27 1.35 26 -35.00 0.0013
2024-11-12 2024-09-30 13F A E S COM 00130H105 2,002 127 6.77 40 25.00 0.0019
2024-12-12 2024-06-30 13F/A-1 A E S COM 00130H105 1,875 0 0.00 33 -3.03 0.0015
2024-08-06 2024-06-30 13F A E S COM 00130H105 1,875 0 33 0.0015
2024-12-12 2024-03-31 13F/A-1 A E S COM 00130H105 1,875 0 0.00 34 -8.33 0.0015
2024-05-08 2024-03-31 13F A E S COM 00130H105 1,875 0 34 0.0015
2024-12-12 2023-12-31 13F/A-1 A E S COM 00130H105 1,875 0 0.00 36 28.57 0.0018
2024-02-12 2023-12-31 13F A E S COM 00130H105 2,010 135 39 0.0019
2024-12-12 2023-09-30 13F/A-1 A E S COM 00130H105 1,875 0 0.00 28 -26.32 0.0016
2023-11-09 2023-09-30 13F A E S COM 00130H105 1,875 0 28 0.0016
2024-12-12 2023-06-30 13F/A-1 A E S COM 00130H105 1,875 0 0.00 39 -15.56 0.0021
2023-08-09 2023-06-30 13F A E S COM 00130H105 1,875 0 39 0.0021
2023-05-04 2023-03-31 13F A E S COM 00130H105 1,875 0 0.00 45 -15.09 0.0025
2024-12-12 2022-12-31 13F/A-1 A E S COM 00130H105 1,875 0 0.00 54 26.19 0.0031
2023-02-07 2022-12-31 13F A E S COM 00130H105 1,875 0 54 0.0031
2024-12-12 2022-09-30 13F/A-1 A E S COM 00130H105 1,875 0 0.00 42 0.0031
2022-11-10 2022-09-30 13F A E S COM 00130H105 1,875 0 0 0.0030
2022-08-04 2022-06-30 13F A E S COM 00130H105 1,875 0 0.00 0 0.0027
2022-05-11 2022-03-31 13F A E S COM 00130H105 1,875 0 0.00 0 0.0027
2022-03-28 2021-12-31 13F/A-1 A E S COM 00130H105 1,875 0 0.00 0 -100.00 0.0025
2022-02-02 2021-12-31 13F A E S COM 00130H105 1,875 0 46 0.0025
2021-11-02 2021-09-30 13F A E S COM 00130H105 1,875 0 0.00 43 -12.50 0.0026
2021-08-09 2021-06-30 13F/A-1 A E S COM 00130H105 1,875 0 0.00 49 -4.00 0.0030
2021-07-27 2021-06-30 13F A E S COM 00130H105 1,875 0 44 0.0027
2021-04-27 2021-03-31 13F A E S COM 00130H105 1,875 0 0.00 50 13.64 0.0030
2021-02-01 2020-12-31 13F A E S COM 00130H105 1,875 0 0.00 44 33.33 0.0027
2020-11-03 2020-09-30 13F A E S COM 00130H105 1,875 0 0.00 34 22.22 0.0044
2020-07-17 2020-06-30 13F/A-1 A E S COM 00130H105 1,875 1,875 27 0.0038
2020-07-17 2020-06-30 13F A E S COM 00130H105 20,000 27 0.0038
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.