Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$802,584
+$22,702 QoQ
Shares Held
7,100
+0.1% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#447
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, 2026Syntegra Private Wealth Group, LLC holds $2,284,707 across 5 Utilities - Regulated Electric names. AEE ranks #1 (35.1% 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 | $802,584 | 7,100 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $779,882 | 7,095 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $835,229 | 8,364 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,180,537 | 11,310 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,209,815 | 12,597 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,267,550 | 12,625 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,260,172 | 14,137 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $1,244,118 | 14,225 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,023,557 | 14,394 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $1,192,900 | 16,129 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,191,005 | 16,464 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $1,295,831 | 17,317 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,438,698 | 17,616 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,552,860 | 17,975 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,423,431 | 16,008 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||