Position in AEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$28,599
+$790 QoQ
Shares Held
253
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#796
of 945 holders
Holding Since
Mar 2025
6 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, 2026Sarver Vrooman Wealth Advisors holds $115,630 across 3 Utilities - Regulated Electric names. AEE ranks #3 (24.7% of the industry book) .
All Filings in AEE
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $28,599 | 253 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $27,809 | 253 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $25,264 | 253 | Shares | Sole | 2026-04-23 | |
| 2025-09-30 | $27,138 | 260 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $40,432 | 421 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $42,268 | 421 | Shares | Sole | 2025-07-08 | |
| No filing history on record for this holder in this stock. | ||||||