Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$16,956
+$468 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#823
of 945 holders
Holding Since
Mar 2025
6 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, 2026Cranbrook Wealth Management, LLC holds $2,556,090 across 14 Utilities - Regulated Electric names. AEE ranks #11 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DTE |
Dte Energy Co
|
6,469 | $985,681 | |
| 2 | SO |
Southern Co
|
6,186 | $592,062 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,109 | $288,532 | |
| 4 | XEL |
Xcel Energy Inc
|
2,905 | $233,271 | |
| 5 | DUK |
Duke Energy CORP
|
1,233 | $156,073 | |
| 6 | CMS |
Cms Energy Corp
|
1,113 | $85,144 | |
| 7 | ED |
Consolidated Edison Inc
|
643 | $71,135 | |
| 8 | CNP |
Centerpoint Energy Inc
|
1,119 | $49,280 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $16,956 | 150 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $16,488 | 150 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $14,979 | 150 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $15,657 | 150 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $14,406 | 150 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $15,060 | 150 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||