AES β€” AES CORP

Ownership history in TWINBEECH CAPITAL LP  Β·  13 quarters on record

This page tracks every 13F SEC filing in which TWINBEECH CAPITAL LP reported a position in AES CORP (AES). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
0.47% (2021 Q4)
πŸ“Š Avg. % of fund
0.21%
πŸ“… First filed
2021 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

TWINBEECH CAPITAL LP Γ— AES AI Analytics

πŸ“‰ TWINBEECH CAPITAL LP underperformed the S&P 500 by –32.3% annually on this AES position. Timing score: 67% (8/12 decisions correct). Average cost basis: $18.47. Maximum drawdown during holding period: –59.3%.

πŸ“ˆ Position Alpha vs SPY
-32.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 32.3% ann.
12 quarters analyzed

⏱️ Timing Score
67%

βœ… Decent timing β€” more right than wrong on entries and exits.
8 of 12 add/trim decisions correct

πŸ’° Entry Quality
$18.47
-30.5% vs current ($12.84)

Best entry: $10.13 (2025 Q2)  Β·  Worst: $22.19 (2021 Q1)

πŸ›‘οΈ Drawdown Resilience
–59.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
69%
buy-side decisions

9 adds Β· 4 trims. Bought during 6 of 8 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.2% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    AES price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 386,927 +85,196 +28.2% 0.20% $5.1M $12.84
2025 Q2 ADDED 301,731 +79,827 +36.0% 0.07% $3.2M $10.13
2024 Q4 ADDED 221,904 +96,980 +77.6% 0.05% $2.9M $11.98
2024 Q2 REDUCED 124,924 -29,643 -19.2% 0.04% $2.2M $16.03
2024 Q1 REDUCED 154,567 -362,589 -70.1% 0.06% $2.8M $16.20
2023 Q4 REDUCED 517,156 -691,535 -57.2% 0.16% $10.0M $17.22
2023 Q3 ADDED 1,208,691 +49,792 +4.3% 0.35% $18.4M $13.44
2023 Q2 ADDED 1,158,899 +579,300 +99.9% 0.47% $24.0M $18.19
2023 Q1 ADDED 579,599 +563,216 +3437.8% 0.28% $14.0M $20.98
2022 Q4 REDUCED 16,383 -326,410 -95.2% 0.01% $471K $24.91
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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