Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$348,954
+$9,631 QoQ
Shares Held
3,087
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#567
of 940 holders
Holding Since
Sep 2024
8 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, 2026MINDSET WEALTH MANAGEMENT, LLC holds $2,153,074 across 6 Utilities - Regulated Electric names. AEE ranks #3 (16.2% of the industry book) .
All Filings in AEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $348,954 | 3,087 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $339,323 | 3,087 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $308,267 | 3,087 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $322,221 | 3,087 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $296,475 | 3,087 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $309,934 | 3,087 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $282,128 | 3,165 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $276,810 | 3,165 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||