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Kestra Advisory Services, LLC: AEE position timeline

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

Kestra Advisory Services, LLC held 25,197 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 25,197 shares
    Change vs previous 13F +5,136 shares

    0.01% of the 13F portfolio, value $2,848,233.

    13F-HR 0001649451-26-000008 filed by KESTRA PRIVATE WEALTH SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 13,809 shares
    • Kestra Advisory Services, LLC: 11,388 shares

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

  2. period ended2026-03-31
    13F 20,061 shares
    Change vs previous 13F -5,153 shares

    0.01% of the 13F portfolio, value $2,205,110.

    13F-HR 0001830819-26-000004 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,731 shares
    • Kestra Advisory Services, LLC: 13,330 shares

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

  3. period ended2025-12-31
    13F 25,214 shares
    Change vs previous 13F -241 shares

    0.01% of the 13F portfolio, value $2,517,851.

    13F-HR 0001830819-26-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,219 shares
    • Kestra Advisory Services, LLC: 18,995 shares

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

  4. period ended2025-09-30
    13F 25,455 shares
    Change vs previous 13F +1,382 shares

    0.01% of the 13F portfolio, value $2,657,010.

    13F-HR 0001830819-25-000013 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 6,695 shares
    • Kestra Advisory Services, LLC: 18,760 shares
    • Kestra Investment Management, LLC: 0 shares

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

  5. period ended2025-06-30
    13F/A 24,073 shares
    Change vs previous 13F -255 shares

    0.01% of the 13F portfolio, value $2,311,934.

    13F-HR 0001830819-25-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,004 shares
    • Kestra Advisory Services, LLC: 17,502 shares
    • Kestra Investment Management, LLC: 1,567 shares

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

  6. period ended2025-03-31
    13F/A 24,328 shares
    Change vs previous 13F +3,418 shares

    0.01% of the 13F portfolio, value $2,442,531.

    13F-HR 0001830819-25-000006 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 5,426 shares
    • Kestra Advisory Services, LLC: 17,335 shares
    • Kestra Investment Management, LLC: 1,567 shares

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

  7. period ended2024-12-31
    13F 20,910 shares
    Change vs previous 13F +662 shares

    0.01% of the 13F portfolio, value $1,863,918.

    13F-HR 0001830819-25-000002 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,147 shares
    • Kestra Advisory Services, LLC: 17,763 shares

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

  8. period ended2024-09-30
    13F 20,248 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,770,852.

    13F-HR 0001830819-24-000009 filed by Kestra Advisory Services, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • KESTRA PRIVATE WEALTH SERVICES, LLC: 3,120 shares
    • Kestra Advisory Services, LLC: 17,128 shares

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