Position in AEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,323,359
+$29,051 QoQ
Shares Held
11,707
-0.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.48%
of 13F equity value
Holder Rank
#362
of 945 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, 2026Acropolis Investment Management, LLC holds $4,235,734 across 7 Utilities - Regulated Electric names. AEE ranks #2 (31.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
15,380 | $1,766,546 | |
| 2 | AEE |
Ameren Corp
This page
|
11,707 | $1,323,359 | |
| 3 | SO |
Southern Co
|
3,979 | $380,830 | |
| 4 | EXC |
Exelon Corp
|
6,520 | $303,962 | |
| 5 | NEE |
Nextera Energy Inc
|
2,036 | $178,699 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,293 | $176,895 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
903 | $105,443 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,323,359 | 11,707 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,294,308 | 11,775 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,177,748 | 11,794 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,068,955 | 10,241 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $409,802 | 4,267 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $439,752 | 4,380 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $389,630 | 4,371 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $404,240 | 4,622 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $341,825 | 4,807 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $308,117 | 4,166 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $396,784 | 5,485 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $444,490 | 5,940 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $513,704 | 6,290 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $530,866 | 6,145 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $711,804 | 8,005 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $483,863 | 6,007 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $543,605 | 6,016 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $563,216 | 6,007 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $521,954 | 5,864 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $474,984 | 5,864 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $479,919 | 5,996 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $487,834 | 5,996 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $452,435 | 5,796 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $477,089 | 6,033 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $414,772 | 5,895 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $417,825 | 5,737 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||