QRFT0.030%
as of Jul 8
AES
DefensiveAES CORP
The AES Corporation, together with its subsidiaries, operates as a power generation and utility company. It operates through four segments: Renewables, Utilities, Energy Infrastructure, and New Energy Technologies. The company owns and/or operates power plants to generate and sell power to customers, such as utilities, industrial users, and other intermediaries; owns and/or operates utilities to generate or purchase, distribute, transmit, and sell electricity to end-user customers in the residential, commercial, industrial, and governmental sectors; and generates and sells electricity on the wholesale market, as well as investments in technologies to support leading-edge greener energy solutions.
Close · 3M
+4.30%
Held by 1 AI ETF
Signal performance
Each tracked ETF's moves on this stock, grouped by fund. Returns are measured from the signal date to the latest close — hypothetical, no commissions or slippage.
Buy signals1
Win rate100% (1/1)
Avg buy return+4.96%
QRFT · New entry · 1d
weight 0 → 0.030% (new)·stock down 13.8% in the 30 days before
Mar 20·entry $14.10·now $14.80Drifting
+4.96%
since Mar 20
PQUS · Exit · 1d
The weight change pattern for AES reveals an abrupt removal from a 0.0700% allocation to zero on June 26, 2026. This stepped exit aligns with the PQUS ETF's strategy of periodic rebalancing, rather than daily adjustments, as its AI ranking system reassessed holdings. At a current price of $14.66, which places it at 85% of its 52-week high despite a recent 90-day decline of 10.6%, AES's metrics, including its PER of 7.75 and ROE of 34.38%, were evidently evaluated. Pictet Asset Management's AI, considering its sector-balance and concentration rules for the ~165 US large-cap portfolio, likely determined AES no longer met its criteria for inclusion in the Utilities sector, signaling a definitive exit rather than a minor adjustment for this fund with measured turnover.
weight 0.070% → 0 (exited)·stock down 0.1% in the 30 days before
Jun 26·entry $14.67·now $14.80
+0.89%
since Jun 26
Sell signals show what the stock did after the AI exited. A negative number means the AI's exit was well-timed.
Buffett-style framework
Fails the frameworkas of Jul 5
AI ETF activity shows a mixed signal, with QRFT holding a minimal stake while PQUS has recently exited its position. This framework's 'Fail' verdict, driven primarily by insufficient data for a confident assessment of management, financial health, and valuation, indicates a higher bar for conviction than what might be informing some AI ETF decisions.
- Circle of CompetenceThe underlying unit economics of power generation, especially with regulated assets and long-term contracts common in the utility sector, allow for reasonably predictable ten-year cash flow projections.
- Economic MoatThe high capital intensity of power generation, coupled with regulatory barriers and long-term power purchase agreements, provides a durable economic moat.
- ManagementAssessment of management's candor, capital allocation discipline, and skin in the game is not possible with the provided financial snippets.
- Financial HealthInsufficient data on 10-year average ROE, operating margin trends, debt structure, and owner earnings prevents a comprehensive evaluation of financial health.
- Margin of SafetyWithout a conservative estimate of intrinsic value, it is not possible to determine if the current price offers a sufficient margin of safety.
While AES Corp operates in a sector generally deemed within the circle of competence and possesses identifiable economic moats, a critical lack of information on management's capital allocation, long-term financial performance metrics, and a basis for intrinsic value estimation prevents a definitive positive assessment. The absence of these key data points means the company cannot pass the stringent requirements for a Buffett-style value investment, leading to an overall 'Fail' verdict.
Educational interpretation generated by AI applying frameworks Warren Buffett documented in his shareholder letters and other public writings. Not a statement by Mr. Buffett or Berkshire Hathaway, and not investment advice.