Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$101M Buy
919,349
+473,048
+106% +$50.6M 0.03% 453
2025
Q4
$44.6M Sell
446,301
-23,053
-5% -$2.36M 0.01% 664
2025
Q3
$49.2M Buy
469,354
+149,502
+47% +$14.9M 0.02% 561
2025
Q2
$30.5M Buy
319,852
+26,139
+9% +$2.54M 0.01% 642
2025
Q1
$29.9M Sell
293,713
-26,439
-8% -$2.55M 0.01% 641
2024
Q4
$28.6M Buy
320,152
+107,243
+50% +$9.6M 0.01% 660
2024
Q3
$18.5M Sell
212,909
-4,189
-2% -$336K 0.01% 725
2024
Q2
$15.3M Buy
217,098
+40,613
+23% +$2.95M 0.01% 759
2024
Q1
$12.8M Sell
176,485
-294,530
-63% -$20.9M 0.01% 786
2023
Q4
$34.9M Buy
471,015
+41,704
+10% +$3.17M 0.02% 610
2023
Q3
$33.5M Buy
429,311
+281,980
+191% +$23M 0.02% 596
2023
Q2
$12.2M Sell
147,331
-152,830
-51% -$13.1M 0.01% 800
2023
Q1
$26.8M Sell
300,161
-26,540
-8% -$2.27M 0.01% 653
2022
Q4
$29.6M Sell
326,701
-97,686
-23% -$8.21M 0.02% 613
2022
Q3
$34.6M Sell
424,387
-36,203
-8% -$3.3M 0.02% 579
2022
Q2
$40.1M Buy
460,590
+96,678
+27% +$8.95M 0.03% 488
2022
Q1
$35.2M Sell
363,912
-111,628
-23% -$9.78M 0.02% 538
2021
Q4
$42.3M Buy
475,540
+164,640
+53% +$14M 0.03% 510
2021
Q3
$25.2M Sell
310,900
-122,920
-28% -$10.5M 0.02% 629
2021
Q2
$34.7M Buy
+433,820
New +$36.3M 0.02% 533

Other funds holding AEE