Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,313,206
+$993,824 QoQ
Shares Held
153,160
+3.2% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.49%
of 13F equity value
Holder Rank
#125
of 940 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MONETA GROUP INVESTMENT ADVISORS LLC holds $32,343,748 across 16 Utilities - Regulated Electric names. AEE ranks #1 (53.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
153,160 | $17,313,206 | |
| 2 | EVRG |
Evergy, Inc.
|
45,710 | $3,950,715 | |
| 3 | NEE |
Nextera Energy Inc
|
41,739 | $3,663,432 | |
| 4 | CNP |
Centerpoint Energy Inc
|
33,033 | $1,454,773 | |
| 5 | DUK |
Duke Energy CORP
|
10,291 | $1,302,634 | |
| 6 | SO |
Southern Co
|
8,353 | $799,465 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
5,547 | $647,723 | |
| 8 | AEP |
American Electric Power Co Inc
|
4,538 | $620,843 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,313,206 | 153,160 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $16,319,382 | 148,466 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $14,595,837 | 146,163 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $15,158,481 | 145,224 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $14,362,685 | 149,549 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $12,087,658 | 120,395 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $10,602,757 | 118,945 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $7,243,262 | 82,818 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $5,656,089 | 79,540 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,902,612 | 93,329 | Shares | Sole | 2024-08-13 | |
| 2023-12-31 | $6,407,949 | 88,581 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $6,661,516 | 89,022 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $6,964,000 | 85,270 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $7,221,426 | 83,591 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,021,389 | 78,963 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $5,925,016 | 73,557 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $6,492,998 | 71,857 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,997,970 | 53,306 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $4,850,955 | 54,499 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,047,006 | 12,926 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $577,008 | 7,209 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $567,974 | 6,981 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $474,995 | 6,085 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $526,989 | 6,664 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $506,029 | 7,192 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $446,010 | 6,124 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||