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Disclosery

CX Institutional: AEE position timeline

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

CX Institutional held 2,521 AEE shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,521 shares
    Change vs previous 13F -238 shares

    0.01% of the 13F portfolio, value $251,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,759 shares
    Change vs previous 13F +21 shares

    0.01% of the 13F portfolio, value $312,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,738 shares
    Change vs previous 13F +439 shares

    0.01% of the 13F portfolio, value $301,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 2,299 shares
    Change vs previous 13F +324 shares

    0.01% of the 13F portfolio, value $230,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,975 shares
    Change vs previous 13F +173 shares

    0.01% of the 13F portfolio, value $206,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 1,802 shares
    Change vs previous 13F -176 shares

    0.01% of the 13F portfolio, value $173,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,978 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $199,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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