Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$235,575
+$7,272 QoQ
Shares Held
2,084
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#655
of 945 holders
Holding Since
Mar 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Prosperity Financial Group, Inc. holds $1,138,219 across 4 Utilities - Regulated Electric names. AEE ranks #3 (20.7% of the industry book) .
All Filings in AEE
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $235,575 | 2,084 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $228,303 | 2,077 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $202,416 | 2,027 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $211,160 | 2,023 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $202,506 | 2,017 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||