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Disclosery

D.A. DAVIDSON & CO.: AEE position timeline

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

D.A. DAVIDSON & CO. held 37,501 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 37,501 shares
    Change vs previous 13F -150 shares

    0.02% of the 13F portfolio, value $4,239,170.

    13F-HR 0001080107-26-000004 filed by D.A. DAVIDSON & CO.
    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 37,651 shares
    Change vs previous 13F +1,079 shares

    0.03% of the 13F portfolio, value $4,138,692.

    13F-HR 0001080107-26-000003 filed by D.A. DAVIDSON & CO.
    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 36,572 shares
    Change vs previous 13F -192 shares

    0.02% of the 13F portfolio, value $3,652,131.

    13F-HR 0001080107-26-000001 filed by D.A. DAVIDSON & CO.
    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 36,764 shares
    Change vs previous 13F -979 shares

    0.02% of the 13F portfolio, value $3,837,528.

    13F-HR 0001080107-25-000014 filed by D.A. DAVIDSON & CO.
    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 37,743 shares
    Change vs previous 13F -103 shares

    0.03% of the 13F portfolio, value $3,624,870.

    13F-HR 0001080107-25-000008 filed by D.A. DAVIDSON & CO.
    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 37,846 shares
    Change vs previous 13F -198 shares

    0.03% of the 13F portfolio, value $3,799,772.

    13F-HR 0001080107-25-000004 filed by D.A. DAVIDSON & CO.
    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 38,044 shares
    Change vs previous 13F +313 shares

    0.03% of the 13F portfolio, value $3,391,279.

    13F-HR 0001080107-25-000001 filed by D.A. DAVIDSON & CO.
    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 37,731 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $3,299,968.

    13F-HR 0001080107-24-000005 filed by D.A. DAVIDSON & CO.
    Filed (acceptance time not in the bulk data set), ingested

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