Position in AEE
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$277,852
+$7,669 QoQ
Shares Held
2,458
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#614
of 945 holders
Holding Since
Dec 2022
14 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, 2026BRADY FAMILY WEALTH, LLC holds $3,625,553 across 4 Utilities - Regulated Electric names. AEE ranks #3 (7.7% of the industry book) .
All Filings in AEE
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $277,852 | 2,458 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $270,183 | 2,458 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $245,455 | 2,458 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $256,566 | 2,458 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $236,066 | 2,458 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $246,783 | 2,458 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $219,106 | 2,458 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $214,976 | 2,458 | Shares | Sole | 2024-10-15 | |
| 2024-03-31 | $209,750 | 2,836 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $205,156 | 2,836 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $212,217 | 2,836 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $252,686 | 3,094 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $286,814 | 3,320 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $295,214 | 3,320 | Shares | Sole | 2023-04-10 | |
| No filing history on record for this holder in this stock. | ||||||