Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$765,167
+$21,119 QoQ
Shares Held
6,769
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#453
of 940 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026OXFORD FINANCIAL GROUP, LTD. LLC holds $4,450,455 across 6 Utilities - Regulated Electric names. AEE ranks #3 (17.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,496 | $1,447,853 | |
| 2 | AEP |
American Electric Power Co Inc
|
8,833 | $1,208,442 | |
| 3 | AEE |
Ameren Corp
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|
6,769 | $765,167 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
5,413 | $439,319 | |
| 5 | DUK |
Duke Energy CORP
|
2,835 | $358,854 | |
| 6 | D |
Dominion Energy, Inc
|
3,380 | $230,820 |
All Filings in AEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $765,167 | 6,769 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $744,048 | 6,769 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $675,952 | 6,769 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $705,817 | 6,762 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $649,422 | 6,762 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $678,904 | 6,762 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $602,764 | 6,762 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $591,404 | 6,762 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $480,845 | 6,762 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $503,667 | 6,810 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $489,163 | 6,762 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $506,000 | 6,762 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $556,172 | 6,810 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $315,237 | 3,649 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $610,346 | 6,864 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $544,679 | 6,762 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $612,098 | 6,774 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $634,005 | 6,762 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||