Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$385,239
-$48,174 QoQ
Shares Held
3,408
-13.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#560
of 945 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 96%
Shared 4%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ENDEAVOR PRIVATE WEALTH, INC. holds $1,278,924 across 3 Utilities - Regulated Electric names. AEE ranks #2 (30.1% of the industry book) .
All Filings in AEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,239 | 3,408 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $433,413 | 3,943 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $508,486 | 5,092 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $682,226 | 6,536 | Shares | Other | 2025-10-22 | |
| 2025-06-30 | $563,370 | 5,866 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $497,883 | 4,959 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $84,415 | 947 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||