Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$589,729
+$16,387 QoQ
Shares Held
5,217
+0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#500
of 945 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026First Dallas Securities Inc. holds $5,570,714 across 5 Utilities - Regulated Electric names. AEE ranks #4 (10.6% of the industry book) .
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,729 | 5,217 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $573,342 | 5,216 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $520,769 | 5,215 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $544,341 | 5,215 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $501,905 | 5,226 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $574,790 | 5,725 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $510,326 | 5,725 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $500,708 | 5,725 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $447,139 | 6,288 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $354,120 | 4,788 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $378,916 | 5,238 | Shares | Sole | 2024-02-13 | |
| 2023-06-30 | $468,622 | 5,738 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $495,705 | 5,738 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $554,682 | 6,238 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $502,470 | 6,238 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $563,665 | 6,238 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $631,754 | 6,738 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $608,650 | 6,838 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $561,978 | 6,938 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $555,317 | 6,938 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $568,543 | 6,988 | Shares | Sole | 2021-05-26 | |
| 2020-12-31 | $545,483 | 6,988 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $598,714 | 7,571 | Shares | Sole | 2020-10-15 | |
| 2020-03-31 | $467,641 | 6,421 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||