Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,826
+$78 QoQ
Shares Held
25
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#893
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, 2026BELLEVUE ASSET MANAGEMENT, LLC holds $222,088 across 6 Utilities - Regulated Electric names. AEE ranks #6 (1.3% of the industry book) .
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,826 | 25 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,748 | 25 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,496 | 25 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,609 | 25 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,401 | 25 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $2,510 | 25 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,228 | 25 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,186 | 25 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,777 | 25 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,849 | 25 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,808 | 25 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,870 | 25 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $2,041 | 25 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $2,159 | 25 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $2,223 | 25 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $2,013 | 25 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $2,259 | 25 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,344 | 25 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $2,225 | 25 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $2,025 | 25 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $6,003 | 75 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $8,136 | 100 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $7,806 | 100 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $15,816 | 200 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $14,072 | 200 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $14,566 | 200 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||