Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$146,404,866
+$53,333,649 QoQ
Shares Held
1,331,922
+42.9% QoQ
Ownership
0.481%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 58.97154638184519.ToString("F0")%
Shared 0.ToString("F0")%
None 41.02845361815481.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $2,432,913,385 across 24 Utilities - Regulated Electric names. AEE ranks #3 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
24,620,304 | $1,206,887,302 | |
| 2 | ED |
Consolidated Edison Inc
|
7,075,838 | $800,843,344 | |
| 3 | AEE |
Ameren Corp
This page
|
1,331,922 | $146,404,866 | |
| 4 | AEP |
American Electric Power Co Inc
|
707,010 | $92,674,870 | |
| 5 | POR |
Portland General Electric Co /Or/
|
1,391,332 | $73,420,589 | |
| 6 | ES |
Eversource Energy
|
544,139 | $37,697,949 | |
| 7 | ETR |
Entergy Corp /De/
|
322,937 | $36,285,201 | |
| 8 | EMA |
Emera Inc
|
206,313 | $10,701,455 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $146,404,866 | 1,331,922 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $93,071,217 | 932,017 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,581,565 | 15,152 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $5,256,556 | 54,733 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,727,249 | 37,124 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $139,504 | 1,565 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,456,856 | 39,525 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $6,533,302 | 91,876 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,205,648 | 43,343 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $6,796,487 | 93,952 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,275,982 | 43,779 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $5,076,770 | 62,162 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $9,439,661 | 109,268 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $7,030,992 | 79,071 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $7,485,833 | 92,934 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $162,963,536 | 1,803,492 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $334,759,297 | 3,570,385 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $327,739,091 | 3,682,048 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $292,343,823 | 3,609,183 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $315,806,303 | 3,945,606 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $322,634,787 | 3,965,521 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $1,520,686 | 19,481 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $2,800,538 | 35,414 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $2,596,142 | 36,898 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $10,086,517 | 138,494 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||