Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$284,521
+$7,853 QoQ
Shares Held
2,517
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#613
of 945 holders
Holding Since
Jun 2025
5 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, 2026Rockport Wealth LLC holds $2,115,606 across 5 Utilities - Regulated Electric names. AEE ranks #4 (13.4% 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 | $284,521 | 2,517 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $276,668 | 2,517 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $251,347 | 2,517 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $262,724 | 2,517 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $241,732 | 2,517 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||