Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$258,296
New position
Shares Held
2,285
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#631
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026ELEVATUS WELATH MANAGEMENT holds $1,030,902 across 4 Utilities - Regulated Electric names. AEE ranks #2 (25.1% of the industry book) .
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,296 | 2,285 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||