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Ethic Inc.: AEE position timeline

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

Ethic Inc. held 44,383 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 44,383 shares
    Change vs previous 13F +32,528 shares

    0.06% of the 13F portfolio, value $5,017,069.

    13F-HR 0001780570-26-000005 filed by Ethic Inc.
    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 11,855 shares
    Change vs previous 13F +815 shares

    0.02% of the 13F portfolio, value $1,303,143.

    13F-HR 0001780570-26-000004 filed by Ethic Inc.
    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 11,040 shares
    Change vs previous 13F +1,454 shares

    0.02% of the 13F portfolio, value $1,102,463.

    13F-HR 0001780570-26-000002 filed by Ethic Inc.
    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 9,586 shares
    Change vs previous 13F +1,508 shares

    0.02% of the 13F portfolio, value $1,000,579.

    13F-HR 0001780570-25-000008 filed by Ethic Inc.
    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 8,078 shares
    Change vs previous 13F +833 shares

    0.01% of the 13F portfolio, value $769,925.

    13F-HR 0001780570-25-000005 filed by Ethic Inc.
    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 7,245 shares
    Change vs previous 13F +1,598 shares

    0.01% of the 13F portfolio, value $729,366.

    13F-HR 0001780570-25-000003 filed by Ethic Inc.
    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 5,647 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $503,379.

    13F-HR 0001780570-25-000002 filed by Ethic Inc.
    Filed (acceptance time not in the bulk data set), ingested

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