Position in AEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$347,711
+$10,367 QoQ
Shares Held
3,076
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#571
of 945 holders
Holding Since
Mar 2020
26 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, 2026HCR Wealth Advisors holds $3,747,437 across 3 Utilities - Regulated Electric names. AEE ranks #2 (9.3% of the industry book) .
All Filings in AEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,711 | 3,076 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $337,344 | 3,069 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $306,470 | 3,069 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $320,342 | 3,069 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $294,938 | 3,071 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $308,328 | 3,071 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $282,662 | 3,171 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $288,967 | 3,304 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $234,947 | 3,304 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $244,363 | 3,304 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $251,670 | 3,479 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $263,551 | 3,522 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $360,328 | 4,412 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $388,582 | 4,498 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $400,851 | 4,508 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $363,119 | 4,508 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $443,938 | 4,913 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $502,834 | 5,363 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $477,360 | 5,363 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $449,388 | 5,548 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $437,258 | 5,463 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $444,469 | 5,463 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $484,986 | 6,213 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $491,324 | 6,213 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $438,272 | 6,229 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $452,492 | 6,213 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||