Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$395,300
+$15,417 QoQ
Shares Held
3,497
+1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#554
of 945 holders
Holding Since
Mar 2025
5 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, 2026Harvest Investment Services, LLC holds $977,569 across 3 Utilities - Regulated Electric names. AEE ranks #1 (40.4% of the industry book) .
All Filings in AEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,300 | 3,497 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $379,883 | 3,456 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $346,514 | 3,470 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $371,592 | 3,560 | Shares | Sole | 2025-11-17 | |
| 2025-03-31 | $201,703 | 2,009 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||