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CAPTRUST FINANCIAL ADVISORS: AEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on AEE, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 27,662 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,662 shares
    Change vs previous 13F +1,282 shares

    <0.01% of the 13F portfolio, value $3,126,876.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 26,380 shares
    Change vs previous 13F +5,834 shares

    0.01% of the 13F portfolio, value $2,899,699.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 20,546 shares
    Change vs previous 13F +768 shares

    <0.01% of the 13F portfolio, value $2,051,738.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,778 shares
    Change vs previous 13F +388 shares

    <0.01% of the 13F portfolio, value $2,064,469.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 19,390 shares
    Change vs previous 13F +1,691 shares

    <0.01% of the 13F portfolio, value $1,862,222.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 17,699 shares
    Change vs previous 13F +7,592 shares

    <0.01% of the 13F portfolio, value $1,776,994.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 10,107 shares
    Change vs previous 13F +125 shares

    <0.01% of the 13F portfolio, value $900,935.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 9,982 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $873,050.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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