Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$34,825,702
-$21,999,970 QoQ
Shares Held
308,083
-40.4% QoQ
Ownership
0.111%
of shares outstanding
% of Portfolio
1.16%
of 13F equity value
Holder Rank
#87
of 944 holders
Holding Since
Sep 2024
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026CHILTON CAPITAL MANAGEMENT LLC holds $35,923,936 across 10 Utilities - Regulated Electric names. AEE ranks #1 (96.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
308,083 | $34,825,702 | |
| 2 | ETR |
Entergy Corp /De/
|
2,600 | $298,636 | |
| 3 | NEE |
Nextera Energy Inc
|
2,852 | $250,320 | |
| 4 | XEL |
Xcel Energy Inc
|
2,000 | $160,600 | |
| 5 | CNP |
Centerpoint Energy Inc
|
3,557 | $156,650 | |
| 6 | ED |
Consolidated Edison Inc
|
733 | $81,091 | |
| 7 | DUK |
Duke Energy CORP
|
355 | $44,935 | |
| 8 | PPL |
PPL Corp
|
1,000 | $36,350 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,825,702 | 308,083 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $56,825,672 | 516,973 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $51,024,865 | 510,964 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $31,356,169 | 300,404 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $28,370,023 | 295,398 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $3,673 | 42 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||