Looking at this filing, I need to identify the key financial disclosures from AES Corporation's 10-Q for the quarterly period ended September 30, 2026. The filing content provided is primarily the cover page, table of contents, and glossary - the actual financial statements and MD&A text are not included in the extracted content. However, there is substantive disclosure content present (cover page data, structural disclosures, glossary definitions with embedded facts like the $168 million annual rate increase for AES Ohio, the 30% La Caisse interest in AES Ohio and IPALCO, share count, etc.) that exceeds 150 words of substantive content. Let me verify key facts from the filing: - Trading Symbol: AES on New York Stock Exchange - Shares outstanding on October 30, 2026: 713,564,658 - Quarterly period ended: September 30, 2026 - 2024 DRC Settlement: $168 million annual rate increase authorized by PUCO in November 2025 - La Caisse owns approximately 30% indirect equity interest in AES Ohio (beginning April 2025) - La Caisse owns direct and indirect interests in IPALCO of approximately 30% - DPL Inc. converted from Ohio corporation to Ohio LLC on April 3, 2025

The AES Corporation filed its Form 10-Q for the quarterly period ended September 30, 2026 with the U.S. Securities and Exchange Commission on November 3, 2026, disclosing share count, subsidiary structure changes, and regulatory developments including an authorized annual rate increase for AES Ohio.

Key Highlights

  • Shares outstanding: As of October 30, 2026, the company reported 713,564,658 shares of common stock, par value $0.01 per share, outstanding.
  • AES Ohio rate order: According to the filing's glossary, the PUCO issued an order in November 2025 authorizing AES Ohio to increase its basic rates and charges by $168 million annually, referred to as the "2024 DRC Settlement."
  • La Caisse stake in AES Ohio: Beginning in April 2025, La Caisse (Caisse de depot et placement du Quebec) owns an aggregate indirect equity interest in AES Ohio of approximately 30%, the filing disclosed.
  • La Caisse stake in IPALCO: The filing states that La Caisse owns direct and indirect interests in IPALCO Enterprises, Inc. of approximately 30%.
  • DPL entity conversion: On April 3, 2025, DPL Inc. converted its form of business organization from an Ohio corporation to an Ohio limited liability company and changed its name to DPL LLC, according to the filing.
  • Large accelerated filer: The registrant is classified as a large accelerated filer, as indicated on the cover page.

AES Corporation Reports Q3 2026 Quarterly Filing With Ohio Regulatory and Subsidiary Updates

The AES Corporation (NYSE:AES), headquartered at 4300 Wilson Boulevard, Arlington, Virginia, filed its quarterly report on Form 10-Q for the period ended September 30, 2026. The filing identifies the company as a large accelerated filer incorporated in Delaware, with Commission file number 1-12291. As of October 30, 2026, the registrant reported 713,564,658 shares of its common stock outstanding at a par value of $0.01 per share.

Among the structural and regulatory disclosures embedded in the filing's glossary, the company described the "2024 DRC Settlement" as "the order issued in November 2025 by the PUCO authorizing AES Ohio to, among other things, increase its basic rates and charges by $168 million annually." AES Ohio is identified in the filing as The Dayton Power and Light Company, formerly branded as DP&L. The filing also notes that beginning in April 2025, La Caisse holds an aggregate indirect equity interest in AES Ohio of approximately 30%, and separately holds direct and indirect interests in IPALCO Enterprises, Inc. of approximately 30%. IPALCO is the parent of AES Indiana, formerly known as Indianapolis Power and Light Company.

The filing further discloses that on April 3, 2025, DPL Inc. converted its form of business organization from an Ohio corporation to an Ohio limited liability company, at which point it changed its name to DPL LLC. The quarterly report covers a range of topics including financial statements, management's discussion and analysis, market risk disclosures, and legal proceedings, structured across the standard parts of a 10-Q submission. The filing also references Fluence Energy, Inc. (NASDAQ:FLNC) as a subsidiary including Fluence Energy, LLC, described as previously a joint venture with Siemens AG.

What Was Disclosed

AES Corporation submitted its September 30, 2026 quarterly report disclosing 713,564,658 shares outstanding, a $168 million annual rate increase authorized for AES Ohio by PUCO, approximately 30% stakes held by La Caisse in both AES Ohio and IPALCO, and DPL's April 2025 conversion to an LLC.