Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$1.18M Buy
+10,721
New +$1.15M 0.01% 1347
2025
Q4
Sell
-9,448
Closed -$986K 1013
2025
Q3
$986K Buy
9,448
+2,962
+46% +$296K 0.01% 1187
2025
Q2
$623K Buy
6,486
+231
+4% +$22.4K 0.01% 1241
2025
Q1
$628K Buy
6,255
+1,034
+20% +$99.6K 0.01% 1137
2024
Q4
$465K Buy
5,221
+903
+21% +$80.9K 0.01% 1209
2024
Q3
$378K Sell
4,318
-13,469
-76% -$1.08M 0.01% 1180
2024
Q2
$1.26M Buy
17,787
+1,111
+7% +$80.8K 0.02% 776
2024
Q1
$1.23M Buy
16,676
+3,064
+23% +$218K 0.02% 791
2023
Q4
$985K Buy
13,612
+5,510
+68% +$419K 0.02% 775
2023
Q3
$606K Buy
+8,102
New +$661K 0.02% 845
2022
Q4
Sell
-8,249
Closed -$665K 444
2022
Q3
$665K Buy
+8,249
New +$753K 0.06% 229

Other funds holding AEE