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Cresset Asset Management, LLC: AEE position timeline

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

Cresset Asset Management, LLC held 8,077 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,077 shares
    Change vs previous 13F +1,054 shares

    <0.01% of the 13F portfolio, value $913,024.

    13F-HR 0001172661-26-003461 filed by Cresset Asset Management, 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 7,023 shares
    Change vs previous 13F +3,145 shares

    <0.01% of the 13F portfolio, value $771,968.

    13F-HR 0001172661-26-002185 filed by Cresset Asset Management, 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 3,878 shares
    Change vs previous 13F -378 shares

    <0.01% of the 13F portfolio, value $387,257.

    13F-HR 0001172661-26-001073 filed by Cresset Asset Management, 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/A 4,256 shares
    Change vs previous 13F +209 shares

    <0.01% of the 13F portfolio, value $444,241.

    13F-HR/A 0001172661-26-000269 filed by Cresset Asset Management, 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/A 4,047 shares
    Change vs previous 13F -390 shares

    <0.01% of the 13F portfolio, value $388,674.

    13F-HR/A 0001172661-26-000268 filed by Cresset Asset Management, 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 4,437 shares
    Change vs previous 13F -1,995 shares

    <0.01% of the 13F portfolio, value $445,478.

    13F-HR 0001172661-25-001764 filed by Cresset Asset Management, LLC
    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 6,432 shares
    Change vs previous 13F -18,361 shares

    <0.01% of the 13F portfolio, value $573,361.

    13F-HR 0001172661-25-000925 filed by Cresset Asset Management, LLC
    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 24,793 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $2,168,404.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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