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Creative Planning AES Position History
The AES Corporation • Utilities
Quarters held
8
Latest value
$6.1M
Q3 2026
Peak value
$6.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $30K |
| Q3 2025 | $1.8M |
| Q4 2025 | $2.2M |
| Q1 2026 | $2.4M |
| Q2 2026 | $20K |
| Q2 2026 | $5.1M |
| Q3 2026 | $35K |
| Q3 2026 | $6.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.1M | 411.8K | — | — |
| Q3 2026 | $35K | 2.3K | — | — |
| Q2 2026 | $5.1M | 346.9K | — | — |
| Q2 2026 | $20K | 1.4K | — | — |
| Q1 2026 | $2.4M | 169.0K | — | — |
| Q4 2025 | $2.2M | 151.2K | — | — |
| Q3 2025 | $1.8M | 135.6K | — | — |
| Q3 2025 | $30K | 2.3K | — | — |
Other funds holding AES
$1.2B
$1.1B
$1.1B
$890.1M
$775.4M
$655.6M
$639.5M