Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$87,496
+$8,008 QoQ
Shares Held
796
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
All Filings in AEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $87,496 | 796 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $79,488 | 796 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $83,086 | 796 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $76,447 | 796 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $79,918 | 796 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $70,955 | 796 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $69,618 | 796 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $108,300 | 1,523 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $112,641 | 1,523 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $110,173 | 1,523 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $113,966 | 1,523 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $70,726 | 866 | Shares | Sole | 2023-08-14 | |
| No filing history on record for this holder in this stock. | ||||||