Position in AEE
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$954,283
+$28,977 QoQ
Shares Held
8,442
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#415
of 940 holders
Holding Since
Sep 2021
20 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, 2026Archford Capital Strategies, LLC holds $6,013,191 across 6 Utilities - Regulated Electric names. AEE ranks #4 (15.9% of the industry book) .
All Filings in AEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $954,283 | 8,442 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $925,306 | 8,418 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $822,546 | 8,237 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $859,256 | 8,232 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $815,763 | 8,494 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $850,890 | 8,475 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $755,461 | 8,475 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $741,136 | 8,474 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $602,586 | 8,474 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $626,737 | 8,474 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $697,140 | 9,637 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $721,136 | 9,637 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $788,033 | 9,649 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $834,613 | 9,661 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $882,797 | 9,928 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $799,700 | 9,928 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $888,058 | 9,828 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $1,010,732 | 10,780 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $510,205 | 5,732 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $453,600 | 5,600 | Shares | Sole | 2021-10-14 | |
| No filing history on record for this holder in this stock. | ||||||