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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

AES holding history

AES Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AES overviewAll 13F holders of AESFull Q2 2026 holdings

Shares (Q2 2026)
348,310
Value
$5.11M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of AES by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026348,310$5.11M<0.1%+179,287+106.1%AddedHolders
Q1 2026169,023$2.38M<0.1%+17,865+11.8%AddedHolders
Q4 2025151,158$2.17M<0.1%+13,260+9.6%AddedHolders
Q3 2025137,898$1.81M<0.1%+65,897+91.5%AddedHolders
Q2 202572,001$757.5K<0.1%−54,978−43.3%ReducedHolders
Q1 2025126,979$1.58M<0.1%+729+0.6%AddedHolders
Q4 2024126,250$1.62M<0.1%+13,085+11.6%AddedHolders
Q3 2024113,165$2.27M<0.1%+7,782+7.4%AddedHolders
Q2 2024105,383$1.85M<0.1%+10,251+10.8%AddedHolders
Q1 202495,132$1.71M<0.1%+30,185+46.5%AddedHolders
Q4 202364,947$1.25M<0.1%+16,102+33.0%AddedHolders
Q3 202348,845$742.4K<0.1%+16,252+49.9%AddedHolders
Q2 202332,593$675.7K<0.1%+2,598+8.7%AddedHolders
Q1 202329,995$722.3K<0.1%−200−0.7%ReducedHolders
Q4 202230,195$868.4K<0.1%+6,717+28.6%AddedHolders
Q3 202223,478$531.0K<0.1%+634+2.8%AddedHolders
Q2 202222,844$480.0K<0.1%+7,753+51.4%AddedHolders
Q1 202215,091$388.0K<0.1%−36−0.2%ReducedHolders
Q4 202115,127$368.0K<0.1%+1,826+13.7%AddedHolders
Q3 202113,301$304.0K<0.1%−331−2.4%ReducedHolders
Q2 202113,632$355.0K<0.1%+2,619+23.8%AddedHolders
Q1 202111,013$295.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.