Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$394,735
+$13,313 QoQ
Shares Held
3,492
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#555
of 945 holders
Holding Since
Sep 2025
4 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, 2026Wagner Wealth Management, LLC holds $4,101,369 across 4 Utilities - Regulated Electric names. AEE ranks #3 (9.6% of the industry book) .
All Filings in AEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,735 | 3,492 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $381,422 | 3,470 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $344,317 | 3,448 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $335,581 | 3,215 | Shares | Sole | 2025-10-21 | |
| No filing history on record for this holder in this stock. | ||||||