Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$589,277
+$13,626 QoQ
Shares Held
5,213
-0.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#502
of 945 holders
Holding Since
Dec 2023
11 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, 2026CORRECT CAPITAL WEALTH MANAGEMENT holds $2,511,971 across 4 Utilities - Regulated Electric names. AEE ranks #2 (23.5% of the industry book) .
All Filings in AEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,277 | 5,213 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $575,651 | 5,237 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $538,544 | 5,393 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $576,177 | 5,520 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $552,614 | 5,754 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $578,002 | 5,757 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $513,089 | 5,756 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $503,244 | 5,754 | Shares | Sole | 2025-04-30 | |
| 2024-06-30 | $496,632 | 6,984 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $465,726 | 6,297 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $502,980 | 6,953 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||