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Focus Partners Wealth: AEE position timeline

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

Focus Partners Wealth held 91,272 AEE shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 91,272 shares
    Change vs previous 13F +17,933 shares

    0.01% of the 13F portfolio, value $10,317,360.

    13F-HR 0001542153-26-000019 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 76,791 shares
    • Focus Partners Advisor Solutions, LLC: 14,481 shares

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

  2. period ended2026-03-31
    13F 73,339 shares
    Change vs previous 13F +6,690 shares

    0.01% of the 13F portfolio, value $8,059,906.

    13F-HR 0001542153-26-000015 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 62,854 shares
    • Focus Partners Advisor Solutions, LLC: 10,485 shares

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

  3. period ended2025-12-31
    13F 66,649 shares
    Change vs previous 13F +22,811 shares

    0.01% of the 13F portfolio, value $6,655,673.

    13F-HR 0001542153-26-000005 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 49,874 shares
    • Focus Partners Advisor Solutions, LLC: 16,775 shares

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

  4. period ended2025-09-30
    13F 43,838 shares
    Change vs previous 13F +754 shares

    0.01% of the 13F portfolio, value $4,582,193.

    13F-HR 0001542153-25-000006 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,972 shares
    • Focus Partners Advisor Solutions, LLC: 8,866 shares

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

  5. period ended2025-06-30
    13F 43,084 shares
    Change vs previous 13F +408 shares

    0.01% of the 13F portfolio, value $4,137,688.

    13F-HR 0001085146-25-005236 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 35,521 shares
    • Focus Partners Advisor Solutions, LLC: 7,563 shares

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

  6. period ended2025-03-31
    13F/A 42,676 shares
    Change vs previous 13F -104 shares

    0.01% of the 13F portfolio, value $4,284,855.

    13F-HR/A 0001085146-25-003391 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 34,201 shares
    • Focus Partners Advisor Solutions, LLC: 8,475 shares

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

  7. period ended2024-12-31
    13F/A 42,780 shares
    Change vs previous 13F -7,782 shares

    0.01% of the 13F portfolio, value $3,813,437.

    13F-HR/A 0001085146-25-003414 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 31,549 shares
    • Focus Partners Advisor Solutions, LLC: 11,231 shares

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

  8. period ended2024-09-30
    13F 50,562 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $4,422,234.

    13F-HR 0001542153-24-000013 filed by Focus Partners Wealth
    Filed (acceptance time not in the bulk data set), ingested

    • Focus Partners Wealth: 30,008 shares
    • Focus Partners Advisor Solutions, LLC: 20,554 shares

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