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Stack Financial Management, Inc: AEE position timeline

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

Stack Financial Management, Inc held 156,114 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 156,114 shares
    Change vs previous 13F +2,479 shares

    1.38% of the 13F portfolio, value $17,647,127.

    13F-HR 0001308685-26-000007 filed by Stack Financial 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 153,635 shares
    Change vs previous 13F +1,191 shares

    1.24% of the 13F portfolio, value $16,887,560.

    13F-HR 0001308685-26-000005 filed by Stack Financial 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 152,444 shares
    Change vs previous 13F -3,162 shares

    1.16% of the 13F portfolio, value $15,223,058.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, 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 155,606 shares
    Change vs previous 13F +497 shares

    1.35% of the 13F portfolio, value $16,242,155.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, 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 155,109 shares
    Change vs previous 13F -1,779 shares

    1.32% of the 13F portfolio, value $14,896,669.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, 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 156,888 shares
    Change vs previous 13F -3,558 shares

    1.31% of the 13F portfolio, value $15,751,556.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, 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 160,446 shares
    Change vs previous 13F -787 shares

    1.31% of the 13F portfolio, value $14,302,157.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 161,233 shares
    Change vs previous 13F not available

    1.27% of the 13F portfolio, value $14,101,439.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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