Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$244,731
+$6,755 QoQ
Shares Held
2,165
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.18%
of 13F equity value
Holder Rank
#644
of 943 holders
Holding Since
Dec 2021
19 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, 2026CarsonAllaria Wealth Management, Ltd. holds $932,642 across 4 Utilities - Regulated Electric names. AEE ranks #2 (26.2% of the industry book) .
All Filings in AEE
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,731 | 2,165 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $237,976 | 2,165 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $216,196 | 2,165 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $218,049 | 2,089 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $117,649 | 1,225 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $122,990 | 1,225 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $109,107 | 1,224 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $141,160 | 1,614 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $114,202 | 1,606 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $117,300 | 1,586 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $153,794 | 2,126 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $159,911 | 2,137 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $328,231 | 4,019 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $579,590 | 6,709 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $384,579 | 4,325 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $284,744 | 3,535 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $283,368 | 3,136 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $293,937 | 3,135 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $278,957 | 3,134 | Shares | Sole | 2022-02-10 | |
| No filing history on record for this holder in this stock. | ||||||