Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$2.39M Buy
+21,723
New +$2.32M 0.47% 72
2025
Q4
Sell
-8,508
Closed -$888K 344
2025
Q3
$888K Sell
8,508
-9,274
-52% -$926K 0.16% 186
2025
Q2
$1.71M Buy
17,782
+10,298
+138% +$1,000K 0.36% 105
2025
Q1
$751K Buy
+7,484
New +$721K 0.22% 151
2023
Q4
Sell
-11,471
Closed -$858K 239
2023
Q3
$858K Buy
11,471
+3,488
+44% +$284K 0.48% 77
2023
Q2
$652K Buy
+7,983
New +$684K 0.37% 109
2020
Q1
Sell
-7,273
Closed -$559K 6
2019
Q4
$559K Buy
7,273
+4,616
+174% +$351K 0.22% 170
2019
Q3
$213K Sell
2,657
-7,281
-73% -$559K 0.1% 277
2019
Q2
$746K Buy
9,938
+4,673
+89% +$345K 0.28% 122
2019
Q1
$387K Buy
+5,265
New +$367K 0.15% 186

Other funds holding AEE