Creative Planning’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.38M | Buy |
169,023
+17,865
| +12% | +$266K | ﹤0.01% | 1763 |
|
|
2025
Q4 | $2.17M | Buy |
151,158
+13,260
| +10% | +$187K | ﹤0.01% | 1667 |
|
|
2025
Q3 | $1.81M | Buy |
137,898
+65,897
| +92% | +$856K | ﹤0.01% | 1626 |
|
|
2025
Q2 | $757K | Sell |
72,001
-54,978
| -43% | -$589K | ﹤0.01% | 2086 |
|
|
2025
Q1 | $1.58M | Buy |
126,979
+729
| +0.6% | +$8.43K | ﹤0.01% | 1364 |
|
|
2024
Q4 | $1.62M | Buy |
126,250
+13,085
| +12% | +$195K | ﹤0.01% | 1277 |
|
|
2024
Q3 | $2.27M | Buy |
113,165
+7,782
| +7% | +$138K | ﹤0.01% | 996 |
|
|
2024
Q2 | $1.85M | Buy |
105,383
+10,251
| +11% | +$195K | ﹤0.01% | 1027 |
|
|
2024
Q1 | $1.71M | Buy |
95,132
+30,185
| +46% | +$504K | ﹤0.01% | 1037 |
|
|
2023
Q4 | $1.25M | Buy |
64,947
+16,102
| +33% | +$262K | ﹤0.01% | 1117 |
|
|
2023
Q3 | $742K | Buy |
48,845
+16,252
| +50% | +$310K | ﹤0.01% | 1312 |
|
|
2023
Q2 | $676K | Buy |
32,593
+2,598
| +9% | +$57.2K | ﹤0.01% | 1371 |
|
|
2023
Q1 | $722K | Sell |
29,995
-200
| -0.7% | -$5.08K | ﹤0.01% | 1252 |
|
|
2022
Q4 | $868K | Buy |
30,195
+6,717
| +29% | +$181K | ﹤0.01% | 1106 |
|
|
2022
Q3 | $531K | Buy |
23,478
+634
| +3% | +$15K | ﹤0.01% | 1299 |
|
|
2022
Q2 | $480K | Buy |
22,844
+7,753
| +51% | +$169K | ﹤0.01% | 1346 |
|
|
2022
Q1 | $388K | Sell |
15,091
-36
| -0.2% | -$814 | ﹤0.01% | 1469 |
|
|
2021
Q4 | $368K | Buy |
15,127
+1,826
| +14% | +$44.4K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $304K | Sell |
13,301
-331
| -2% | -$8.04K | ﹤0.01% | 1578 |
|
|
2021
Q2 | $355K | Buy |
13,632
+2,619
| +24% | +$69.1K | ﹤0.01% | 1470 |
|
|
2021
Q1 | $295K | Buy |
11,013
+1,378
| +14% | +$36.7K | ﹤0.01% | 1804 |
|
|
2020
Q4 | $226K | Buy |
+9,635
| New | +$200K | ﹤0.01% | 1803 |
|
|
2020
Q2 | – | Sell |
-10,178
| Closed | -$138K | – | 2014 |
|
|
2020
Q1 | $138K | Sell |
10,178
-807
| -7% | -$14.5K | ﹤0.01% | 1471 |
|
|
2019
Q4 | $219K | Buy |
+10,985
| New | +$197K | ﹤0.01% | 1578 |
|
|
2019
Q2 | – | Sell |
-10,450
| Closed | -$189K | – | 2021 |
|
|
2019
Q1 | $189K | Sell |
10,450
-3,195
| -23% | -$53.7K | ﹤0.01% | 1606 |
|
|
2018
Q4 | $197K | Buy |
13,645
+3,592
| +36% | +$53.9K | ﹤0.01% | 1498 |
|
|
2018
Q3 | $141K | Buy |
+10,053
| New | +$135K | ﹤0.01% | 1737 |
|
|
2018
Q2 | – | Sell |
-10,787
| Closed | -$123K | – | 2044 |
|
|
2018
Q1 | $123K | Sell |
10,787
-1,331
| -11% | -$14.5K | ﹤0.01% | 1712 |
|
|
2017
Q4 | $131K | Sell |
12,118
-4,649
| -28% | -$50.3K | ﹤0.01% | 1690 |
|
|
2017
Q3 | $185K | Buy |
16,767
+14,391
| +606% | +$161K | ﹤0.01% | 1621 |
|
|
2017
Q2 | $26K | Buy |
2,376
+370
| +18% | +$4.25K | ﹤0.01% | 2982 |
|
|
2017
Q1 | $22K | Sell |
2,006
-90
| -4% | -$1.03K | ﹤0.01% | 3053 |
|
|
2016
Q4 | $24K | Buy |
2,096
+122
| +6% | +$1.43K | ﹤0.01% | 2951 |
|
|
2016
Q3 | $25K | Buy |
1,974
+1,508
| +324% | +$18.8K | ﹤0.01% | 2889 |
|
|
2016
Q2 | $6K | Sell |
466
-199
| -30% | -$2.24K | ﹤0.01% | 3518 |
|
|
2016
Q1 | $8K | Sell |
665
-25,488
| -97% | -$254K | ﹤0.01% | 3317 |
|
|
2015
Q4 | $250K | Hold |
26,153
| – | – | ﹤0.01% | 1081 |
|
|
2015
Q3 | $256K | Sell |
26,153
-694
| -3% | -$8.38K | ﹤0.01% | 1051 |
|
|
2015
Q2 | $356K | Buy |
26,847
+94
| +0.4% | +$1.26K | ﹤0.01% | 751 |
|
|
2015
Q1 | $344K | Sell |
26,753
-260
| -1% | -$3.26K | ﹤0.01% | 928 |
|
|
2014
Q4 | $372K | Buy |
27,013
+860
| +3% | +$11.7K | ﹤0.01% | 825 |
|
|
2014
Q3 | $371K | Sell |
26,153
-2,552
| -9% | -$38K | ﹤0.01% | 774 |
|
|
2014
Q2 | $446K | Buy |
28,705
+375
| +1% | +$5.39K | 0.01% | 685 |
|
|
2014
Q1 | $405K | Hold |
28,330
| – | – | 0.01% | 712 |
|
|
2013
Q4 | $411K | Buy |
28,330
+15
| +0.1% | +$214 | 0.01% | 576 |
|
|
2013
Q3 | $376K | Sell |
28,315
-33,600
| -54% | -$431K | 0.01% | 523 |
|
|
2013
Q2 | $742K | Buy |
+61,915
| New | +$787K | 0.02% | 299 |
|
Other funds holding AES
VCM
VPM
Creative Planning's AES Position: Q1 2026 in Review
Creative Planning increased its AES (AES) stake by 12% in Q1 2026, buying an estimated $266K and bringing the position to 169,023 shares worth $2.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1763.
Creative Planning first reported a position in AES in Q2 2013 and has held it in 47 quarters since. 747 funds tracked by Wall St. Rank hold AES as of Q1 2026.
- Creative Planning held 169,023 shares of AES worth $2.38M as of Q1 2026.
- Creative Planning bought 17,865 AES shares in Q1 2026, an estimated $266K.
- AES made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1763 holding.
- Creative Planning first reported a position in AES in Q2 2013 and has held it in 47 quarters since.
- 747 funds tracked by Wall St. Rank held AES as of Q1 2026.
Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.