AES AES Corp

Ownership history in BRUNI J V & CO /CO  ·  24 quarters on record

AI Ownership Summary

BRUNI J V & CO /CO reported AES Corp (AES) in 24 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.93% in 2023 Q4. The latest visible filing shows AES at 3.26% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this AES ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRUNI J V & CO /CO's position in AES Corp, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

AES was reported at 3.26% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.93% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRUNI J V & CO /CO held AES — position size vs. price
% of Fund (quarterly)    AES price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 2,317,201 +1,442 +0.1% 3.26% $33.2M 2026-02-14 (Est.) $16.28
2025 Q3 ADDED 2,315,759 +4,740 +0.2% 3.08% $30.5M 2025-11-10 $14.04
2025 Q2 ADDED 2,311,019 +296,464 +14.7% 2.56% $24.3M 2025-08-06 $12.53
2025 Q1 ADDED 2,014,555 +344,296 +20.6% 2.91% $25.0M 2025-05-12 $11.43
2024 Q4 ADDED 1,670,259 +9,311 +0.6% 2.43% $21.5M 2025-02-05 $9.91
2024 Q3 ADDED 1,660,948 +772 +0.0% 3.71% $33.3M 2024-11-07 $12.71
2024 Q2 ADDED 1,660,176 +4,832 +0.3% 3.63% $29.2M 2024-08-05 $15.01
2024 Q1 ADDED 1,655,344 +11,814 +0.7% 3.52% $29.7M 2024-05-07 $17.19
2023 Q4 ADDED 1,643,530 +11,312 +0.7% 3.93% $31.6M 2024-02-05 $14.92
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About BRUNI J V & CO /CO and AES

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRUNI J V & CO /CO reported owning AES?

BRUNI J V & CO /CO reported AES across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported AES position in BRUNI J V & CO /CO's portfolio?

The largest reported portfolio weight for AES was 3.93% in 2023 Q4.

What is the latest reported AES position on this page?

The most recent filing on this page is 2025 Q4, when BRUNI J V & CO /CO reported 2,317,201 shares, equal to 3.26% of portfolio, with an estimated market value of $33.2M.

What does the chart on this AES ownership page compare?

The chart compares BRUNI J V & CO /CO's quarterly AES portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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