Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$269,487
+$38,106 QoQ
Shares Held
2,384
+13.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#622
of 945 holders
Holding Since
Mar 2025
5 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, 2026Wealthquest Corp holds $1,827,248 across 4 Utilities - Regulated Electric names. AEE ranks #4 (14.7% 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 | $269,487 | 2,384 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $231,381 | 2,105 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $210,205 | 2,105 | Shares | Sole | 2026-02-09 | |
| 2025-06-30 | $201,684 | 2,100 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $210,840 | 2,100 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||