Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$722,551
+$14,227 QoQ
Shares Held
6,392
-0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#466
of 945 holders
Holding Since
Mar 2020
26 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, 2026ROMAN BUTLER FULLERTON & CO holds $1,285,144 across 3 Utilities - Regulated Electric names. AEE ranks #1 (56.2% of the industry book) .
All Filings in AEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $722,551 | 6,392 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $708,324 | 6,444 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,489,312 | 14,914 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,553,487 | 14,883 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,392,772 | 14,502 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,757,502 | 17,505 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,533,653 | 17,205 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,592,908 | 18,213 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $1,137,902 | 16,002 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $1,215,310 | 16,432 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $1,192,018 | 16,478 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $1,263,953 | 16,891 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $1,340,123 | 16,409 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $1,260,430 | 14,590 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $1,270,755 | 14,291 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,147,515 | 14,246 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $1,285,913 | 14,231 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,340,955 | 14,302 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $1,376,005 | 15,459 | Shares | Sole | 2022-01-24 | |
| 2021-09-30 | $1,251,045 | 15,445 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,241,740 | 15,514 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $1,216,006 | 14,946 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $1,166,684 | 14,946 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,180,901 | 14,933 | Shares | Sole | 2020-10-15 | |
| 2020-06-30 | $1,049,771 | 14,920 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $1,068,780 | 14,675 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||