Position in AEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$567,008
+$16,639 QoQ
Shares Held
5,016
+0.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#507
of 945 holders
Holding Since
Dec 2022
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, 2026GEM Asset Management, LLC holds $1,612,424 across 3 Utilities - Regulated Electric names. AEE ranks #2 (35.2% of the industry book) .
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $567,008 | 5,016 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $550,369 | 5,007 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $499,000 | 4,997 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $520,543 | 4,987 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $477,991 | 4,977 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $498,586 | 4,966 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $441,777 | 4,956 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $432,577 | 4,946 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $351,710 | 4,946 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $365,806 | 4,946 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $357,793 | 4,946 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $370,109 | 4,946 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $403,939 | 4,946 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $427,284 | 4,946 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $439,798 | 4,946 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||