Position in AEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$393,831
+$17,026 QoQ
Shares Held
3,484
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#556
of 945 holders
Holding Since
Mar 2025
6 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, 2026Net Worth Advisory Group holds $986,019 across 3 Utilities - Regulated Electric names. AEE ranks #1 (39.9% 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 | $393,831 | 3,484 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $376,805 | 3,428 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $277,810 | 2,782 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $289,550 | 2,774 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $302,045 | 3,145 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $302,906 | 3,017 | Shares | Sole | 2025-04-15 | |
| No filing history on record for this holder in this stock. | ||||||