This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/AES/capital-change-brief"
Use Arkolith's capital_change_brief for AES. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $664.6M | 47.2M | ▼−0.8% Reduced · −388K sh | Q1 2026 | |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | $652.1M | 46.3M | ▲New +46.3M sh | Q1 2026 | |
| 3 | STATE STREET CORP | $605.6M | 43.0M | ▼−3.6% Reduced · −1.6M sh | Q1 2026 | |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | $500.3M | 35.5M | ▲New +35.5M sh | Q1 2026 | |
| 5 | AMERIPRISE FINANCIAL INC | $466.0M | 33.1M | ▼−4.3% Reduced · −1.5M sh | Q1 2026 | |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | $344.9M | 24.5M | ▼−7.8% Reduced · −2.1M sh | Q1 2026 | |
| 7 | MORGAN STANLEY | $342.3M | 24.3M | ▼−16% Reduced · −4.7M sh | Q1 2026 | |
| 8 | UBS Group AG | $210.6M | 15.0M | ▲+374% Added · +11.8M sh | Q1 2026 | |
| 9 | GOLDMAN SACHS GROUP INC | $181.4M | 12.9M | ▲+17% Added · +1.9M sh | Q1 2026 | |
| 10 | Orbis Allan Gray Ltd | $172.6M | 12.2M | ▼−43% Reduced · −9.1M sh | Q1 2026 | |
| 11 | BALYASNY ASSET MANAGEMENT L.P. | $157.6M | 11.2M | ▲344× Added · +11.2M sh | Q1 2026 | |
| 12 | MILLENNIUM MANAGEMENT LLC | $139.9M | 9.9M | ▲21× Added · +9.4M sh | Q1 2026 | |
| 13 | NORTHERN TRUST CORP | $120.1M | 8.5M | ▼−3.4% Reduced · −299K sh | Q1 2026 | |
| 14 | AQR Arbitrage LLC | $115.7M | 8.2M | ▲New +8.2M sh | Q1 2026 | |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $108.0M | 7.7M | ▲+0.3% Added · +23K sh | Q1 2026 | |
| 16 | DIMENSIONAL FUND ADVISORS LP | $104.4M | 7.4M | ▲+5.5% Added · +388K sh | Q1 2026 | |
| 17 | BANK OF AMERICA CORP /DE/ | $103.6M | 7.4M | ▼−32% Reduced · −3.4M sh | Q1 2026 | |
| 18 | Bank of New York Mellon Corp | $95.5M | 6.8M | ▼−12% Reduced · −924K sh | Q1 2026 | |
| 19 | Qube Research & Technologies Ltd | $66.6M | 4.7M | ▲+401% Added · +3.8M sh | Q1 2026 | |
| 20 | Verition Fund Management LLC | $64.9M | 4.6M | ▲26× Added · +4.4M sh | Q1 2026 | |
| 21 | Fort Baker Capital Management LP | $62.3M | 4.4M | ▲New +4.4M sh | Q1 2026 | |
| 22 | CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | $62.0M | 4.4M | ▼−44% Reduced · −3.5M sh | Q1 2026 | |
| 23 | CITIGROUP INC | $59.9M | 4.2M | ▲+49% Added · +1.4M sh | Q1 2026 | |
| 24 | GABELLI FUNDS LLC | $59.7M | 4.2M | ▲+19% Added · +664K sh | Q1 2026 | |
| 25 | JPMORGAN CHASE & CO | $57.3M | 4.1M | ▲+28% Added · +884K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Apr 29, 2026 | ANDERSON GERARD M | Director | Grant (A) | 7K | $100K |
| Apr 29, 2026 | ANDERSON GERARD M | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | Bhandari Inderpal S | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | DAVIDSON JANET | Director | Grant (A) | 2K | $30K |
| Apr 29, 2026 | DAVIDSON JANET | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | KOEPPEL HOLLY K | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | Laulis Julia M. | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | MONIE ALAIN | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | Naim Moises | Director | Grant (A) | 7K | $100K |
| Apr 29, 2026 | Naim Moises | Director | Grant (A) | 12K | $0 |
| Apr 29, 2026 | Sebastian Teresa Mosley | Director | Grant (A) | 12K | $0 |
| Apr 23, 2026 | Mendoza Tish | EVP & Chief HR Officer | Grant (A) | 47K | $0 |
| Class | 13F holders | Value held |
|---|---|---|
| AESthis pagecs | 499 funds | $7.8B |
| 00130HCK9Corporate Bond - Domestic | 1 funds | $129K |
Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.
| Company | Co-held by | Combined value |
|---|---|---|
| META PLATFORMS INC-CLASS AMETA | 240 funds | $100.2B |
| MICROSOFT CORPMSFT | 239 funds | $241.7B |
| ALPHABET INC-CL AGOOGL | 236 funds | $150.4B |
| NVIDIA CORPNVDA | 235 funds | $335.5B |
| AMAZON.COM INCAMZN | 235 funds | $180.2B |
| APPLE INCAAPL | 231 funds | $249.2B |
| MICRON TECHNOLOGY INCMU | 231 funds | $32.6B |
| BROADCOM INCAVGO | 228 funds | $133.1B |
| ALPHABET INC-CL CGOOG | 227 funds | $107.7B |
| ELI LILLY & COLLY | 227 funds | $62.1B |
| JPMORGAN CHASE & COJPM | 226 funds | $58.6B |
| COSTCO WHOLESALE CORPCOST | 224 funds | $36.8B |
Ranked by how many of AES's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for AES. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.