Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$825,870
+$25,213 QoQ
Shares Held
7,306
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.92%
of 13F equity value
Holder Rank
#441
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, 2026Detalus Advisors, LLC holds $2,749,586 across 3 Utilities - Regulated Electric names. AEE ranks #2 (30.0% 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 | $825,870 | 7,306 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $800,657 | 7,284 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $696,723 | 6,977 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $651,539 | 6,242 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $597,272 | 6,219 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $618,865 | 6,164 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $548,300 | 6,151 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $537,266 | 6,143 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $210,414 | 2,959 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $217,294 | 2,938 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $212,534 | 2,938 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $218,353 | 2,918 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $236,761 | 2,899 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $248,975 | 2,882 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $268,894 | 3,024 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $229,728 | 2,852 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $256,351 | 2,837 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $264,684 | 2,823 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $250,029 | 2,809 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $226,476 | 2,796 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $272,216 | 3,401 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $275,566 | 3,387 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $263,296 | 3,373 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $265,629 | 3,359 | Shares | Sole | 2020-11-18 | |
| 2020-06-30 | $235,424 | 3,346 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $242,596 | 3,331 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||