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Disclosery

Corient Private Wealth LP: AEE position timeline

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

Corient Private Wealth LP held 102,301 AEE shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 102,301 shares
    Change vs previous 13F -21,277 shares

    0.02% of the 13F portfolio, value $11,564,134.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    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 123,578 shares
    Change vs previous 13F +75,421 shares

    0.02% of the 13F portfolio, value $13,569,315.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    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/A 48,157 shares
    Change vs previous 13F +6,900 shares

    0.01% of the 13F portfolio, value $4,810,475.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    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 41,257 shares
    Change vs previous 13F +117 shares

    0.01% of the 13F portfolio, value $4,306,364.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    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/A 41,140 shares
    Change vs previous 13F -722 shares

    0.01% of the 13F portfolio, value $3,951,051.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    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 41,862 shares
    Change vs previous 13F +837 shares

    0.01% of the 13F portfolio, value $4,203,098.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    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 41,025 shares
    Change vs previous 13F -541 shares

    0.01% of the 13F portfolio, value $3,657,004.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    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 41,566 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,635,317.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

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