Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$117,674
+$3,248 QoQ
Shares Held
1,041
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
6.70%
of 13F equity value
Holder Rank
#729
of 945 holders
Holding Since
Dec 2024
7 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, 2026Pillar Financial Advisors, LLC holds $192,456 across 3 Utilities - Regulated Electric names. AEE ranks #1 (61.1% of the industry book) .
All Filings in AEE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $117,674 | 1,041 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $114,426 | 1,041 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $103,954 | 1,041 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $108,659 | 1,041 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $99,977 | 1,041 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $104,516 | 1,041 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $92,794 | 1,041 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||