Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$6,159,916
+$4,118,569 QoQ
Shares Held
56,040
+114.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ZACKS INVESTMENT MANAGEMENT holds $277,447,288 across 15 Utilities - Regulated Electric names. AEE ranks #4 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
791,132 | $103,701,581 | |
| 2 | SO |
Southern Co
|
1,037,477 | $100,137,279 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
690,860 | $55,925,116 | |
| 4 | AEE |
Ameren Corp
This page
|
56,040 | $6,159,916 | |
| 5 | EIX |
Edison International
|
71,487 | $5,231,418 | |
| 6 | NEE |
Nextera Energy Inc
|
23,301 | $2,164,196 | |
| 7 | ES |
Eversource Energy
|
13,507 | $935,764 | |
| 8 | DUK |
Duke Energy CORP
|
4,665 | $610,835 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,159,916 | 56,040 | Shares | Sole | 2026-05-14 | |
| 2020-12-31 | $2,041,347 | 26,151 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,995,662 | 25,236 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,778,771 | 25,281 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,803,197 | 24,759 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||