Position in AEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$819,992
+$22,633 QoQ
Shares Held
7,254
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#443
of 945 holders
Holding Since
Dec 2020
23 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, 2026Waterfront Wealth Inc. holds $2,055,441 across 5 Utilities - Regulated Electric names. AEE ranks #1 (39.9% of the industry book) .
All Filings in AEE
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $819,992 | 7,254 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $797,359 | 7,254 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $724,384 | 7,254 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $757,172 | 7,254 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $720,684 | 7,504 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $753,401 | 7,504 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $668,906 | 7,504 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $656,299 | 7,504 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $533,609 | 7,504 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $554,995 | 7,504 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $542,839 | 7,504 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $561,524 | 7,504 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $612,851 | 7,504 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $648,270 | 7,504 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $667,255 | 7,504 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $628,612 | 7,804 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $705,169 | 7,804 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $731,703 | 7,804 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $694,634 | 7,804 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $632,124 | 7,804 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $624,632 | 7,804 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $634,933 | 7,804 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $633,769 | 8,119 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||