Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$688K Buy
+6,256
New +$669K 0.01% 1097
2025
Q4
Sell
-8,110
Closed -$847K 1902
2025
Q3
$847K Sell
8,110
-45,939
-85% -$4.59M 0.01% 1081
2025
Q2
$5.19M Buy
54,049
+25,540
+90% +$2.48M 0.06% 403
2025
Q1
$2.86M Buy
28,509
+22,514
+376% +$2.17M 0.04% 472
2024
Q4
$534K Buy
5,995
+1,176
+24% +$105K 0.01% 1036
2024
Q3
$421K Sell
4,819
-101,523
-95% -$8.13M 0.01% 1166
2024
Q2
$7.56M Buy
+106,342
New +$7.73M 0.15% 135
2023
Q3
Sell
-3,892
Closed -$318K 1798
2023
Q2
$318K Sell
3,892
-5,108
-57% -$437K 0.01% 1273
2023
Q1
$778K Buy
9,000
+4,797
+114% +$411K 0.03% 710
2022
Q4
$374K Buy
+4,203
New +$353K 0.02% 910
2022
Q3
Sell
-5,746
Closed -$519K 1535
2022
Q2
$519K Sell
5,746
-7,868
-58% -$728K 0.02% 839
2022
Q1
$1.27M Buy
+13,614
New +$1.19M 0.05% 434
2021
Q2
Sell
-2,496
Closed -$203K 1049
2021
Q1
$203K Buy
+2,496
New +$187K 0.02% 756

Other funds holding AEE