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Aptus Capital Advisors, LLC: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Aptus Capital Advisors, LLC on AEE, newest first. How the timeline and the estimate are built.

Aptus Capital Advisors, LLC held 2,004 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,004 shares
    Change vs previous 13F -41 shares

    <0.01% of the 13F portfolio, value $226,532.

    13F-HR 0001398344-26-014189 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,045 shares
    Change vs previous 13F -752 shares

    <0.01% of the 13F portfolio, value $224,786.

    13F-HR 0001398344-26-008931 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 2,797 shares
    Change vs previous 13F +7 shares

    <0.01% of the 13F portfolio, value $279,309.

    13F-HR 0001398344-26-003004 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 2,790 shares
    Change vs previous 13F -206 shares

    <0.01% of the 13F portfolio, value $291,221.

    13F-HR 0001398344-25-020792 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 2,996 shares
    Change vs previous 13F +276 shares

    <0.01% of the 13F portfolio, value $287,720.

    13F-HR 0001398344-25-014888 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 2,720 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $273,090.

    13F-HR 0001398344-25-009294 filed by Aptus Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).