Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,302,463
+$465,978 QoQ
Shares Held
29,215
+13.2% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#259
of 945 holders
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dean Capital Management holds $15,295,178 across 5 Utilities - Regulated Electric names. AEE ranks #2 (21.6% of the industry book) .
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,302,463 | 29,215 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,836,485 | 25,805 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,577,087 | 25,807 | Shares | Defined | 2026-02-20 | |
| 2025-09-30 | $2,611,483 | 25,019 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,402,824 | 25,019 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,377,472 | 23,680 | Shares | Defined | 2025-05-16 | |
| 2024-12-31 | $2,067,602 | 23,195 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,996,711 | 22,830 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $1,207,175 | 16,322 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,180,733 | 16,322 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,023,300 | 13,675 | Shares | Defined | 2023-11-14 | |
| 2020-12-31 | $662,104 | 8,482 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $712,352 | 9,008 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $782,262 | 11,118 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $721,818 | 9,911 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||