Historical position

Chuck Akre’s Aes Corp (AES) position

Reported position history, portfolio importance and verified filing changes from public SEC disclosures.

Akre Capital ManagementVerified through Q2 2026
Relationship snapshot

At a glance

The full verified relationship, including prior ownership episodes and exits where supported.

First reportedQ1 2001Earliest verified positive filing snapshot
Latest statusHistorical positionBased on the latest supported relationship state
Peak shares1.45MHighest verified quarter-end share count
Quarters reported9Verified quarters with shares above zero
What happened?

Akre Capital Management first reported Aes Corp in Q1 2001. The reported position was reduced across later filings. Verified positive position history runs through Q2 2009. The current relationship status cannot be determined reliably from supported data.

Verified SEC history

Position over time

See the same verified relationship through reported shares, portfolio weight or reported value.

Metric

Gaps indicate periods that cannot be safely connected or where a verified corporate action changes the raw share scale. Stock price, when available, is market context and not a transaction price.

Key filing events

What changed

Latest filing plus the most meaningful reported changes. Unchanged quarters are collapsed by default.

Q3 2009
Sold the entire position−372.16K shares · No shares reported at quarter-end
Q4 2008
Sold 5.8% of the position−23.02K shares · 372.16K shares remained
Filing context

Quarter-end price $8.24 · Estimated holding basis $16.67

Q3 2008
Sold 9.6% of the position−42.21K shares · 395.18K shares remained
Filing context

Quarter-end price $11.69 · Estimated holding basis $16.67

Q2 2008
Sold 69.9% of the position−1.02M shares · 437.39K shares remained
Filing context

Quarter-end price $19.21 · Estimated holding basis $16.67

Q2 2001
New position+10.00K shares · 10.00K shares reported
Filing context

Quarter-end price $43.10 · Estimated holding basis $49.95

1 unchanged quarter is collapsed by default.

Portfolio importance

How important was Aes Corp in Akre Capital Management’s reported portfolio?

Relative importance is measured only within the verified primary non-option reported portfolio for each quarter.

Last reported portfolio weight0.4%Q2 2009
Last reported rank#23of 33 reported positions
Peak portfolio weight1.7%Q1 2002
Best historical rank#14Q1 2008
At peak importanceQ1 2002
AES
1.7%
Largest holding
18.8%
Cross-investor discovery

Who else owns Aes Corp?

Also reported by 1 other tracked investor in their latest verified filings.

Joel GreenblattGotham Asset Management
AES0.1% of reported portfolio
Explore Aes Corp across all tracked investors →
SEC evidence & methodology

SEC filing evidence

Market context and filing-derived values are kept separate from actual transaction prices, which 13F filings do not disclose.

Latest verified stock price$14.812026-09-16

Market context only; not an investor transaction price.

Latest verified investor filingQ2 2026 · filed 2026-08-14
Open SEC filing ↗

This tracker follows Akre Capital Management, LLC’s Form 13F disclosures. It is not Chuck Akre’s personal brokerage account, and 13F filings do not reveal exact trade dates or execution prices.