Creative Financial Designs’s AES AES Stock Holding History

Creative Financial Designs’s Portfolio AES Stock Details AES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-7,767	Closed	-$109K	–	2261
2026 Q1	$109K	Buy	+7,767	New	+$116K	0.01%	660
2025 Q4	–	Sell	-102	Closed	-$1.34K	–	2066
2025 Q3	$1.34K	Buy	102 +2	+2%	+$26	﹤0.01%	1761
2025 Q2	$1.06K	Buy	100 +1	+1%	+$11	﹤0.01%	1775
2025 Q1	$1.23K	Sell	99 -145	-59%	-$1.68K	﹤0.01%	1742
2024 Q4	$3.14K	Buy	+244	New	+$3.64K	﹤0.01%	1509
2023 Q3	–	Sell	-195	Closed	-$4.05K	–	1502
2023 Q2	$4.05K	Buy	195 +1	+0.5%	+$22	﹤0.01%	1218
2023 Q1	$4.67K	Buy	+194	New	+$4.93K	﹤0.01%	1126
2021 Q4	–	Sell	-153	Closed	-$3K	–	1195
2021 Q3	$3K	Buy	153 +1	+0.7%	+$24	﹤0.01%	1229
2021 Q2	$4K	Sell	152 -389	-72%	-$10.3K	﹤0.01%	1193
2021 Q1	$15K	Buy	541 +1	+0.2%	+$27	﹤0.01%	843
2020 Q4	$13K	Buy	540 +391	+262%	+$8.13K	﹤0.01%	801
2020 Q3	$3K	Buy	149 +1	+0.7%	+$17	﹤0.01%	1003
2020 Q2	$2K	Buy	+148	New	+$1.94K	﹤0.01%	999
2019 Q4	–	Sell	-9	Closed	–	–	532
2019 Q3	$0	Hold	9	–	–	﹤0.01%	620
2019 Q2	$0	Hold	9	–	–	﹤0.01%	550
2019 Q1	$0	Hold	9	–	–	﹤0.01%	556
2018 Q4	$0	Sell	9 -9	-50%	-$135	﹤0.01%	580
2018 Q3	$0	Buy	+18	New	+$242	﹤0.01%	739
2017 Q3	–	Sell	-101	Closed	-$1K	–	730
2017 Q2	$1K	Hold	101	–	–	﹤0.01%	676
2017 Q1	$1K	Hold	101	–	–	﹤0.01%	632
2016 Q4	$1K	Buy	+101	New	+$1.19K	﹤0.01%	627

Other funds holding AES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Creative Financial Designs's AES Position: Q2 2026 in Review

Creative Financial Designs sold out of AES (AES) in Q2 2026, closing a stake of 7,767 shares — an estimated $109K sold.

Creative Financial Designs first reported a position in AES in Q4 2016 and held it in 21 quarters. The position peaked at $109K in Q1 2026. 704 funds tracked by Wall St. Rank hold AES as of Q2 2026.

Creative Financial Designs reported no remaining AES position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 7,767 AES shares in Q2 2026, an estimated $109K.
Creative Financial Designs first reported a position in AES in Q4 2016 and held it in 21 quarters.
Creative Financial Designs's AES position peaked at $109K in Q1 2026.
704 funds tracked by Wall St. Rank held AES as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.