Creative Planning
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Creative Planning’s American Resources Corp AREC Stock Holding History

Creative Planning’s Portfolio AREC Stock Details AREC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$64.6K Sell
26,691
-4,000
-13% -$12.7K ﹤0.01% 3963
2025
Q4 		$76.1K Sell
30,691
-1,021
-3% -$3.4K ﹤0.01% 3749
2025
Q3 		$85.6K Sell
31,712
-6,180
-16% -$10.6K ﹤0.01% 3697
2025
Q2 		$31.4K Buy
37,892
+15,000
+66% +$12K ﹤0.01% 3563
2025
Q1 		$10.7K Buy
22,892
+4,873
+27% +$3K ﹤0.01% 3423
2024
Q4 		$18.2K Buy
+18,019
New +$19.5K ﹤0.01% 3350
2023
Q3 		– Sell
-11,500
Closed -$22.5K – 2917
2023
Q2 		$22.5K Hold
11,500
– – ﹤0.01% 2500
2023
Q1 		$17.3K Buy
+11,500
New +$17.2K ﹤0.01% 2417

Other funds holding AREC

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Creative Planning's AREC Position: Q1 2026 in Review

Creative Planning reduced its American Resources Corp (AREC) stake by 13% in Q1 2026, selling an estimated $12.7K and leaving 26,691 shares worth $64.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3963.

Creative Planning first reported a position in AREC in Q1 2023 and has held it in 8 quarters since. The position peaked at $85.6K in Q3 2025. 89 funds tracked by Wall St. Rank hold AREC as of Q1 2026.

  • Creative Planning held 26,691 shares of American Resources Corp worth $64.6K as of Q1 2026.
  • Creative Planning sold 4,000 American Resources Corp shares in Q1 2026, an estimated $12.7K.
  • American Resources Corp made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3963 holding.
  • Creative Planning first reported a position in American Resources Corp in Q1 2023 and has held it in 8 quarters since.
  • Creative Planning's American Resources Corp position peaked at $85.6K in Q3 2025.
  • 89 funds tracked by Wall St. Rank held American Resources Corp as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.