Position in AEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$292,999
+$8,087 QoQ
Shares Held
2,592
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#603
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, 2026Crumly & Associates Inc. holds $1,212,415 across 3 Utilities - Regulated Electric names. AEE ranks #2 (24.2% of the industry book) .
All Filings in AEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $292,999 | 2,592 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $284,912 | 2,592 | Shares | Sole | 2026-04-02 | |
| 2025-12-31 | $258,837 | 2,592 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $312,304 | 2,992 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $286,583 | 2,984 | Shares | Sole | 2025-07-02 | |
| 2025-03-31 | $300,698 | 2,995 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||