Position in AEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$277,400
+$7,657 QoQ
Shares Held
2,454
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#615
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, 2026Strait & Sound Wealth Management LLC holds $941,561 across 3 Utilities - Regulated Electric names. AEE ranks #2 (29.5% 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 | $277,400 | 2,454 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $269,743 | 2,454 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $245,056 | 2,454 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $293,934 | 2,816 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $270,448 | 2,816 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $294,774 | 2,936 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $261,715 | 2,936 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $256,782 | 2,936 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $208,778 | 2,936 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $220,252 | 2,978 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $215,428 | 2,978 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $227,408 | 3,039 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $255,300 | 3,126 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $270,055 | 3,126 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $270,227 | 3,039 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||