Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,491,336
+$40,173 QoQ
Shares Held
13,193
-0.1% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#350
of 945 holders
Holding Since
Jun 2024
9 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, 2026Orion Investment Co holds $11,292,231 across 3 Utilities - Regulated Electric names. AEE ranks #2 (13.2% of the industry book) .
All Filings in AEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,491,336 | 13,193 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,451,163 | 13,202 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,330,834 | 13,327 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,401,510 | 13,427 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,311,522 | 13,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,421,262 | 14,156 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,261,865 | 14,156 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,238,083 | 14,156 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,006,633 | 14,156 | Shares | Sole | 2024-08-15 | |
| No filing history on record for this holder in this stock. | ||||||