Creative Planning’s AES AES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $757K | Sell |
72,001
-54,978
| -43% | -$578K | ﹤0.01% | 2081 |
|
|
2025
Q1 | $1.58M | Buy |
126,979
+729
| +0.6% | +$9.05K | ﹤0.01% | 1360 |
|
|
2024
Q4 | $1.62M | Buy |
126,250
+13,085
| +12% | +$168K | ﹤0.01% | 1274 |
|
|
2024
Q3 | $2.27M | Buy |
113,165
+7,782
| +7% | +$156K | ﹤0.01% | 996 |
|
|
2024
Q2 | $1.85M | Buy |
105,383
+10,251
| +11% | +$180K | ﹤0.01% | 1024 |
|
|
2024
Q1 | $1.71M | Buy |
95,132
+30,185
| +46% | +$541K | ﹤0.01% | 1035 |
|
|
2023
Q4 | $1.25M | Buy |
64,947
+16,102
| +33% | +$310K | ﹤0.01% | 1114 |
|
|
2023
Q3 | $742K | Buy |
48,845
+16,252
| +50% | +$247K | ﹤0.01% | 1309 |
|
|
2023
Q2 | $676K | Buy |
32,593
+2,598
| +9% | +$53.9K | ﹤0.01% | 1365 |
|
|
2023
Q1 | $722K | Sell |
29,995
-200
| -0.7% | -$4.82K | ﹤0.01% | 1247 |
|
|
2022
Q4 | $868K | Buy |
30,195
+6,717
| +29% | +$193K | ﹤0.01% | 1102 |
|
|
2022
Q3 | $531K | Buy |
23,478
+634
| +3% | +$14.3K | ﹤0.01% | 1291 |
|
|
2022
Q2 | $480K | Buy |
22,844
+7,753
| +51% | +$163K | ﹤0.01% | 1340 |
|
|
2022
Q1 | $388K | Sell |
15,091
-36
| -0.2% | -$926 | ﹤0.01% | 1468 |
|
|
2021
Q4 | $368K | Buy |
15,127
+1,826
| +14% | +$44.4K | ﹤0.01% | 1488 |
|
|
2021
Q3 | $304K | Sell |
13,301
-331
| -2% | -$7.57K | ﹤0.01% | 1577 |
|
|
2021
Q2 | $355K | Buy |
13,632
+2,619
| +24% | +$68.2K | ﹤0.01% | 1464 |
|
|
2021
Q1 | $295K | Buy |
11,013
+1,378
| +14% | +$36.9K | ﹤0.01% | 1775 |
|
|
2020
Q4 | $226K | Buy |
+9,635
| New | +$226K | ﹤0.01% | 1774 |
|
|
2020
Q2 | – | Sell |
-10,178
| Closed | -$138K | – | 1817 |
|
|
2020
Q1 | $138K | Sell |
10,178
-807
| -7% | -$10.9K | ﹤0.01% | 1456 |
|
|
2019
Q4 | $219K | Buy |
+10,985
| New | +$219K | ﹤0.01% | 1568 |
|
|
2019
Q2 | – | Sell |
-10,450
| Closed | -$189K | – | 1889 |
|
|
2019
Q1 | $189K | Sell |
10,450
-3,195
| -23% | -$57.8K | ﹤0.01% | 1593 |
|
|
2018
Q4 | $197K | Buy |
13,645
+3,592
| +36% | +$51.9K | ﹤0.01% | 1491 |
|
|
2018
Q3 | $141K | Buy |
+10,053
| New | +$141K | ﹤0.01% | 1722 |
|
|
2018
Q2 | – | Sell |
-10,787
| Closed | -$123K | – | 1912 |
|
|
2018
Q1 | $123K | Sell |
10,787
-1,331
| -11% | -$15.2K | ﹤0.01% | 1695 |
|
|
2017
Q4 | $131K | Sell |
12,118
-4,649
| -28% | -$50.3K | ﹤0.01% | 1680 |
|
|
2017
Q3 | $185K | Buy |
16,767
+14,391
| +606% | +$159K | ﹤0.01% | 1608 |
|
|
2017
Q2 | $26K | Buy |
2,376
+370
| +18% | +$4.05K | ﹤0.01% | 2954 |
|
|
2017
Q1 | $22K | Sell |
2,006
-90
| -4% | -$987 | ﹤0.01% | 3022 |
|
|
2016
Q4 | $24K | Buy |
2,096
+122
| +6% | +$1.4K | ﹤0.01% | 2916 |
|
|
2016
Q3 | $25K | Buy |
1,974
+1,508
| +324% | +$19.1K | ﹤0.01% | 2861 |
|
|
2016
Q2 | $6K | Sell |
466
-199
| -30% | -$2.56K | ﹤0.01% | 3454 |
|
|
2016
Q1 | $8K | Sell |
665
-25,488
| -97% | -$307K | ﹤0.01% | 3278 |
|
|
2015
Q4 | $250K | Hold |
26,153
| – | – | ﹤0.01% | 1072 |
|
|
2015
Q3 | $256K | Sell |
26,153
-694
| -3% | -$6.79K | ﹤0.01% | 1045 |
|
|
2015
Q2 | $356K | Buy |
26,847
+94
| +0.4% | +$1.25K | ﹤0.01% | 749 |
|
|
2015
Q1 | $344K | Sell |
26,753
-260
| -1% | -$3.34K | ﹤0.01% | 924 |
|
|
2014
Q4 | $372K | Buy |
27,013
+860
| +3% | +$11.8K | ﹤0.01% | 824 |
|
|
2014
Q3 | $371K | Sell |
26,153
-2,552
| -9% | -$36.2K | ﹤0.01% | 773 |
|
|
2014
Q2 | $446K | Buy |
28,705
+375
| +1% | +$5.83K | 0.01% | 684 |
|
|
2014
Q1 | $405K | Hold |
28,330
| – | – | 0.01% | 712 |
|
|
2013
Q4 | $411K | Buy |
28,330
+15
| +0.1% | +$218 | 0.01% | 576 |
|
|
2013
Q3 | $376K | Sell |
28,315
-33,600
| -54% | -$446K | 0.01% | 523 |
|
|
2013
Q2 | $742K | Buy |
+61,915
| New | +$742K | 0.02% | 299 |
|