Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,318,563
+$676,469 QoQ
Shares Held
20,511
+37.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.75%
of 13F equity value
Holder Rank
#288
of 945 holders
Holding Since
Mar 2025
6 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, 2026VCI Wealth Management LLC holds $5,988,305 across 3 Utilities - Regulated Electric names. AEE ranks #1 (38.7% of the industry book) .
All Filings in AEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,318,563 | 20,511 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,642,094 | 14,939 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,490,610 | 14,927 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $1,444,827 | 13,842 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $1,406,121 | 14,641 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,288,031 | 12,829 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||