AE Wealth Management LLC

Position in BBY — Best Buy Co Inc

CIK 1697723 TOPEKA, KS

Position in BBY

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$16,247,586

+$3,188,232 QoQ

Shares Held

253,078

+29.7% QoQ

Ownership

0.120%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Consumer Cyclical · as of Mar 31, 2026

AE Wealth Management LLC holds $21,107,172 across 7 Specialty Retail names. BBY ranks #1 (77.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BBY	Best Buy Co Inc This page	253,078	$16,247,586
2	CASY	Caseys General Stores Inc	3,613	$2,629,754
3	MUSA	Murphy USA Inc.	1,699	$839,238
4	ASO	Academy Sports & Outdoors, Inc.	6,913	$390,226
5	ULTA	Ulta Beauty, Inc.	685	$358,053
6	FIVE	Five Below, Inc	1,519	$347,055
7	TSCO	Tractor Supply Co /De/	6,518	$295,260

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,247,586	253,078	+29.7%	Shares	Other	2026-05-13
2025-12-31	$13,059,354	195,120	+4.6%	Shares	Other	2026-01-26
2025-09-30	$14,104,996	186,525	+8.9%	Shares	Other	2025-11-03
2025-06-30	$11,495,453	171,242	+13.5%	Shares	Other	2025-08-06
2025-03-31	$11,105,892	150,875	+17.6%	Shares	Other	2025-05-06
2024-12-31	$11,011,985	128,345	+5.7%	Shares	Other	2025-02-13
2024-09-30	$12,547,947	121,471	-7.7%	Shares	Other	2024-11-14
2024-06-30	$11,092,978	131,605	+920.2%	Shares	Other	2024-08-12
2024-03-31	$1,058,183	12,900	-72.5%	Shares	Other	2024-05-15
2023-12-31	$3,667,496	46,851	+263.3%	Shares	Sole	2024-02-14
2023-09-30	$895,815	12,895	-62.3%	Shares	Sole	2023-10-11
2023-06-30	$2,803,755	34,213	+236.3%	Shares	Sole	2023-07-10
2023-03-31	$796,318	10,174	-11.7%	Shares	Sole	2023-04-14
2022-12-31	$923,698	11,516	+12.6%	Shares	Sole	2023-01-31
2022-09-30	$647,588	10,224	-42.4%	Shares	Sole	2022-10-25
2022-06-30	$1,157,644	17,758	-1.3%	Shares	Sole	2022-08-03
2022-03-31	$1,636,018	17,998	+3.2%	Shares	Sole	2022-04-18
2021-12-31	$1,771,700	17,438	-24.7%	Shares	Sole	2022-01-20
2021-09-30	$2,446,975	23,148	+12.3%	Shares	Sole	2021-11-01
2021-06-30	$2,369,392	20,607	+48.8%	Shares	Sole	2021-07-21
2021-03-31	$1,590,233	13,851	+2.3%	Shares	Sole	2021-04-27
2020-12-31	$1,351,256	13,541	-62.2%	Shares	Sole	2021-02-01
2020-09-30	$3,990,191	35,854	+75.2%	Shares	Sole	2020-11-06
2020-06-30	$1,786,067	20,466	+94.2%	Shares	Sole	2020-08-05
2020-03-31	$600,609	10,537	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.