Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$312,329
+$8,621 QoQ
Shares Held
2,763
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#589
of 945 holders
Holding Since
Dec 2025
3 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, 2026BETO FINANCIAL GROUP, LLC holds $1,560,907 across 3 Utilities - Regulated Electric names. AEE ranks #3 (20.0% of the industry book) .
All Filings in AEE
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $312,329 | 2,763 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $303,708 | 2,763 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $275,913 | 2,763 | Shares | Sole | 2026-02-10 | |
| No filing history on record for this holder in this stock. | ||||||