Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$447,186
+$12,343 QoQ
Shares Held
3,956
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#540
of 943 holders
Holding Since
Jun 2021
20 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, 2026Pinnacle Wealth Management Group, Inc. holds $2,962,153 across 6 Utilities - Regulated Electric names. AEE ranks #5 (15.1% of the industry book) .
All Filings in AEE
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $447,186 | 3,956 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $434,843 | 3,956 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $395,046 | 3,956 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $412,927 | 3,956 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $379,934 | 3,956 | Shares | Sole | 2025-07-31 | |
| 2024-12-31 | $352,637 | 3,956 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $345,991 | 3,956 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $281,311 | 3,956 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $292,585 | 3,956 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $286,177 | 3,956 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $296,027 | 3,956 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $323,086 | 3,956 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $341,758 | 3,956 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $351,767 | 3,956 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $318,655 | 3,956 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $357,464 | 3,956 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $370,914 | 3,956 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $352,123 | 3,956 | Shares | Sole | 2022-03-15 | |
| 2021-09-30 | $320,436 | 3,956 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $316,638 | 3,956 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||