Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$17,647,126
+$759,567 QoQ
Shares Held
156,114
+1.6% QoQ
Ownership
0.056%
of shares outstanding
% of Portfolio
1.49%
of 13F equity value
Holder Rank
#123
of 945 holders
Holding Since
Dec 2023
11 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, 2026Stack Financial Management, Inc holds $156,738,641 across 6 Utilities - Regulated Electric names. AEE ranks #5 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
281,488 | $38,510,373 | |
| 2 | CNP |
Centerpoint Energy Inc
|
718,069 | $31,623,758 | |
| 3 | NEE |
Nextera Energy Inc
|
311,320 | $27,324,556 | |
| 4 | DUK |
Duke Energy CORP
|
192,456 | $24,361,080 | |
| 5 | AEE |
Ameren Corp
This page
|
156,114 | $17,647,126 | |
| 6 | DTE |
Dte Energy Co
|
113,354 | $17,271,748 |
All Filings in AEE
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,647,126 | 156,114 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $16,887,559 | 153,635 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $15,223,057 | 152,444 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $16,242,154 | 155,606 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $14,896,668 | 155,109 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $15,751,555 | 156,888 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $14,302,156 | 160,446 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $14,101,438 | 161,233 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $11,279,823 | 158,625 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $11,632,872 | 157,286 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $11,437,822 | 158,112 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||