AE Wealth Management LLC

Position in CSX — Csx Corp

CIK 1697723 TOPEKA, KS

Position in CSX

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$28,573,770

+$679,707 QoQ

Shares Held

601,174

-11.5% QoQ

Ownership

0.032%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#192

of 1,982 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

AE Wealth Management LLC holds $41,663,609 across 4 Railroads names. CSX ranks #1 (68.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSX	Csx Corp This page	601,174	$28,573,770
2	UNP	Union Pacific Corp	38,471	$10,464,112
3	NSC	Norfolk Southern Corp	7,601	$2,391,181
4	WAB	Westinghouse Air Brake Technologies Corp	870	$234,546

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$28,573,770	601,174	-11.5%	Shares	Other	2026-08-03
2026-03-31	$27,894,063	679,515	+0.2%	Shares	Other	2026-05-13
2025-12-31	$24,572,876	677,873	-8.3%	Shares	Other	2026-01-26
2025-09-30	$26,247,797	739,167	+2.6%	Shares	Other	2025-11-03
2025-06-30	$23,506,662	720,401	+3.4%	Shares	Other	2025-08-06
2025-03-31	$20,512,958	697,009	+1.1%	Shares	Other	2025-05-06
2024-12-31	$22,254,761	689,643	+5.8%	Shares	Other	2025-02-13
2024-09-30	$22,518,490	652,143	+6.3%	Shares	Other	2024-11-14
2024-06-30	$20,524,242	613,580	+11.2%	Shares	Other	2024-08-12
2024-03-31	$20,463,111	552,013	-0.4%	Shares	Other	2024-05-15
2023-12-31	$19,208,774	554,046	+36.8%	Shares	Sole	2024-02-14
2023-09-30	$12,456,087	405,076	+11.4%	Shares	Sole	2023-10-11
2023-06-30	$12,402,442	363,708	+275.9%	Shares	Sole	2023-07-10
2023-03-31	$2,897,174	96,766	+43.4%	Shares	Sole	2023-04-14
2022-12-31	$2,090,282	67,472	-35.1%	Shares	Sole	2023-01-31
2022-09-30	$2,770,453	103,996	+31.5%	Shares	Sole	2022-10-25
2022-06-30	$2,297,774	79,070	+19.4%	Shares	Sole	2022-08-03
2022-03-31	$2,479,302	66,203	-9.7%	Shares	Sole	2022-04-18
2021-12-31	$2,755,967	73,297	-8.9%	Shares	Sole	2022-01-20
2021-09-30	$2,392,464	80,446	+6.9%	Shares	Sole	2021-11-01
2021-06-30	$2,415,078	75,283	+349.8%	Shares	Sole	2021-07-21
2021-03-31	$1,613,877	16,738	+11.0%	Shares	Sole	2021-04-27
2020-12-31	$1,368,600	15,081	-0.9%	Shares	Sole	2021-02-01
2020-09-30	$1,182,059	15,219	+12.0%	Shares	Sole	2020-11-06
2020-06-30	$947,628	13,588	-45.4%	Shares	Sole	2020-08-05
2020-03-31	$1,426,598	24,897	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.