Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$5.42M Buy
49,344
+6,510
+15% +$696K 0.04% 344
2025
Q4
$4.28M Buy
42,834
+2,099
+5% +$215K 0.03% 370
2025
Q3
$4.25M Sell
40,735
-5,948
-13% -$594K 0.03% 360
2025
Q2
$4.48M Buy
46,683
+10,415
+29% +$1.01M 0.04% 353
2025
Q1
$3.64M Buy
36,268
+752
+2% +$72.4K 0.04% 378
2024
Q4
$3.17M Sell
35,516
-1,190
-3% -$107K 0.03% 406
2024
Q3
$3.21M Buy
36,706
+855
+2% +$68.5K 0.03% 411
2024
Q2
$2.55M Buy
35,851
+253
+0.7% +$18.4K 0.03% 440
2024
Q1
$2.63M Buy
35,598
+2,115
+6% +$150K 0.03% 444
2023
Q4
$2.42M Sell
33,483
-594
-2% -$45.2K 0.03% 430
2023
Q3
$2.55M Buy
34,077
+927
+3% +$75.6K 0.03% 394
2023
Q2
$2.71M Buy
33,150
+388
+1% +$33.2K 0.04% 385
2023
Q1
$2.83M Buy
32,762
+1,151
+4% +$98.5K 0.04% 371
2022
Q4
$2.81M Buy
31,611
+5,301
+20% +$446K 0.05% 355
2022
Q3
$2.12M Buy
26,310
+4,217
+19% +$385K 0.04% 378
2022
Q2
$2M Buy
22,093
+5,459
+33% +$505K 0.04% 373
2022
Q1
$1.56M Buy
16,634
+308
+2% +$27K 0.03% 445
2021
Q4
$1.45M Buy
16,326
+3,207
+24% +$273K 0.02% 473
2021
Q3
$1.06M Sell
13,119
-1,040
-7% -$88.7K 0.02% 529
2021
Q2
$1.13M Buy
14,159
+3,314
+31% +$277K 0.02% 535
2021
Q1
$882K Buy
10,845
+222
+2% +$16.6K 0.02% 526
2020
Q4
$829K Buy
10,623
+535
+5% +$42.9K 0.02% 522
2020
Q3
$798K Buy
10,088
+45
+0.4% +$3.53K 0.02% 483
2020
Q2
$707K Buy
+10,043
New +$728K 0.02% 473

Other funds holding AEE