Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$551,522
+$17,641 QoQ
Shares Held
4,879
+0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#513
of 945 holders
Holding Since
Mar 2020
26 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, 2026MBM WEALTH CONSULTANTS, LLC holds $1,656,400 across 3 Utilities - Regulated Electric names. AEE ranks #2 (33.3% 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 | $551,522 | 4,879 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $533,881 | 4,857 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $465,946 | 4,666 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $487,037 | 4,666 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $448,122 | 4,666 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $468,466 | 4,666 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $378,310 | 4,244 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $369,168 | 4,221 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $300,155 | 4,221 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $312,185 | 4,221 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $305,347 | 4,221 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $377,966 | 5,051 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $412,515 | 5,051 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $406,119 | 4,701 | Shares | Sole | 2023-05-31 | |
| 2022-12-31 | $418,012 | 4,701 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $378,665 | 4,701 | Shares | Sole | 2022-10-24 | |
| 2022-06-30 | $46,716 | 517 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $431,483 | 4,602 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $409,624 | 4,602 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $382,644 | 4,724 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $380,190 | 4,750 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $384,344 | 4,724 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $393,188 | 5,037 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $398,325 | 5,037 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $354,403 | 5,037 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $366,844 | 5,037 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||