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Net Worth Advisory Group: AEE position timeline

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

Net Worth Advisory Group held 3,484 AEE shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,484 shares
    Change vs previous 13F +56 shares

    0.1% of the 13F portfolio, value $393,794.

    13F-HR 0001754960-26-000481 filed by Net Worth Advisory Group
    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 3,428 shares
    Change vs previous 13F +646 shares

    0.08% of the 13F portfolio, value $376,819.

    13F-HR 0001754960-26-000355 filed by Net Worth Advisory Group
    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 2,782 shares
    Change vs previous 13F +8 shares

    0.06% of the 13F portfolio, value $277,776.

    13F-HR 0001754960-26-000043 filed by Net Worth Advisory Group
    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 2,774 shares
    Change vs previous 13F -371 shares

    0.08% of the 13F portfolio, value $289,498.

    13F-HR 0001754960-25-000668 filed by Net Worth Advisory Group
    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 3,145 shares
    Change vs previous 13F +128 shares

    0.07% of the 13F portfolio, value $302,009.

    13F-HR 0001754960-25-000454 filed by Net Worth Advisory Group
    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 3,017 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $302,925.

    13F-HR 0001754960-25-000198 filed by Net Worth Advisory Group
    Filed (acceptance time not in the bulk data set), ingested

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