Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$38,094
+$1,051 QoQ
Shares Held
337
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#783
of 945 holders
Holding Since
Dec 2023
10 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, 2026Wiser Advisor Group LLC holds $142,769 across 6 Utilities - Regulated Electric names. AEE ranks #2 (26.7% of the industry book) .
All Filings in AEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $38,094 | 337 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $37,043 | 337 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $33,652 | 337 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $35,176 | 337 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $33,834 | 337 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $30,040 | 337 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $29,474 | 337 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $23,964 | 337 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $24,924 | 337 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $24,378 | 337 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||