Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,324,814
+$990,362 QoQ
Shares Held
117,877
+5.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#148
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Epoch Investment Partners, Inc. holds $437,731,870 across 10 Utilities - Regulated Electric names. AEE ranks #7 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
861,217 | $117,823,097 | |
| 2 | ETR |
Entergy Corp /De/
|
696,434 | $79,992,409 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
588,370 | $62,955,590 | |
| 4 | NEE |
Nextera Energy Inc
|
682,794 | $59,928,828 | |
| 5 | DUK |
Duke Energy CORP
|
396,647 | $50,207,576 | |
| 6 | LNT |
Alliant Energy Corp
|
201,084 | $15,340,697 | |
| 7 | AEE |
Ameren Corp
This page
|
117,877 | $13,324,814 | |
| 8 | CMS |
Cms Energy Corp
|
169,023 | $12,930,259 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,324,814 | 117,877 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $12,334,452 | 112,213 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $11,576,968 | 115,932 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $12,582,695 | 120,547 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $11,903,677 | 123,945 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $13,039,650 | 129,877 | Shares | Other | 2025-05-14 | |
| 2024-12-31 | $14,392,632 | 161,461 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,360,143 | 164,191 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $11,928,275 | 167,744 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $12,753,735 | 172,441 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $10,600,920 | 146,543 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $23,530,067 | 314,447 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $13,265,004 | 162,422 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $14,817,871 | 171,523 | Shares | Other | 2023-05-12 | |
| 2022-12-31 | $15,815,132 | 177,858 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $57,304,637 | 711,417 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $65,538,738 | 725,307 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $76,914,045 | 820,329 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $72,426,368 | 813,688 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $68,425,641 | 844,761 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $73,499,931 | 918,290 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $89,573,047 | 1,100,947 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $95,264,189 | 1,220,397 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $129,754,542 | 1,640,801 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $133,475,945 | 1,897,043 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $85,203,307 | 1,169,893 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||