Position in AEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$311,312
+$9,692 QoQ
Shares Held
2,754
+0.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#591
of 945 holders
Holding Since
Dec 2021
15 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, 2026Powers Advisory Group, LLC holds $4,094,286 across 6 Utilities - Regulated Electric names. AEE ranks #6 (7.6% of the industry book) .
All Filings in AEE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $311,312 | 2,754 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $301,620 | 2,744 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $273,117 | 2,735 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $284,435 | 2,725 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $260,844 | 2,716 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $261,642 | 2,606 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $231,496 | 2,597 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $226,433 | 2,589 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $209,320 | 2,563 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $229,538 | 2,657 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $235,371 | 2,647 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $213,940 | 2,656 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $239,092 | 2,646 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $247,245 | 2,637 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $233,918 | 2,628 | Shares | Sole | 2022-05-06 | |
| No filing history on record for this holder in this stock. | ||||||