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Marks Group Wealth Management, Inc: AEE position timeline

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

Marks Group Wealth Management, Inc held 12,661 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,661 shares
    Change vs previous 13F +1,173 shares

    0.12% of the 13F portfolio, value $1,431,235.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, 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 11,488 shares
    Change vs previous 13F -3,894 shares

    0.12% of the 13F portfolio, value $1,262,795.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, 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 15,382 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $1,536,047.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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