Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$226,080
+$6,240 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#668
of 945 holders
Holding Since
Dec 2023
7 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, 2026WETZEL INVESTMENT ADVISORS, INC. holds $1,073,824 across 3 Utilities - Regulated Electric names. AEE ranks #3 (21.1% of the industry book) .
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,080 | 2,000 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $219,840 | 2,000 | Shares | Sole | 2026-04-22 | |
| 2025-09-30 | $208,760 | 2,000 | Shares | Sole | 2025-10-27 | |
| 2025-03-31 | $200,800 | 2,000 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $142,646 | 2,006 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $148,363 | 2,006 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $145,114 | 2,006 | Shares | Sole | 2024-01-31 | |
| No filing history on record for this holder in this stock. | ||||||