Position in AEE
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$249,408
+$32,113 QoQ
Shares Held
2,269
+4.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
4 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, 2026Fortitude Advisory Group L.L.C. holds $1,079,441 across 4 Utilities - Regulated Electric names.
All Filings in AEE
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $249,408 | 2,269 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $217,295 | 2,176 | Shares | Sole | 2026-02-13 | |
| 2022-03-31 | $70,507 | 752 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $78,951 | 887 | Shares | Sole | 2022-05-20 | |
| No filing history on record for this holder in this stock. | ||||||