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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Creative Financial Designs's AES Position: Q1 2026 in Review

Creative Financial Designs opened a new position in AES (AES) in Q1 2026: 7,767 shares worth $109K. The stake represents 0.01% of the portfolio and ranks #660 among its holdings. This is a return to the name: Creative Financial Designs previously reported a position in AES as recently as Q3 2025.

Creative Financial Designs first reported a position in AES in Q4 2016 and has held it in 21 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.

Creative Financial Designs held 7,767 shares of AES worth $109K as of Q1 2026.
AES was a new Creative Financial Designs position in Q1 2026.
AES made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #660 holding.
Creative Financial Designs first reported a position in AES in Q4 2016 and has held it in 21 quarters since.
747 funds tracked by Wall St. Rank held AES as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.