Position in AEE
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$9,495
-$1,826 QoQ
Shares Held
84
-18.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#847
of 940 holders
Holding Since
Mar 2026
2 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, 2026Park Square Financial Group, LLC holds $33,621 across 6 Utilities - Regulated Electric names. AEE ranks #2 (28.2% of the industry book) .
All Filings in AEE
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,495 | 84 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $11,321 | 103 | Shares | Sole | 2026-05-13 | |
| No filing history on record for this holder in this stock. | ||||||