Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$522,696
+$14,426 QoQ
Shares Held
4,624
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#521
of 945 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 52%
Shared 0%
None 48%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ironwood Investment Counsel, LLC holds $10,350,736 across 9 Utilities - Regulated Electric names. AEE ranks #5 (5.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OGE |
Oge Energy Corp.
|
100,289 | $4,880,062 | |
| 2 | ES |
Eversource Energy
|
27,034 | $1,953,747 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
10,643 | $1,138,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,210 | $575,970 | |
| 5 | AEE |
Ameren Corp
This page
|
4,624 | $522,696 | |
| 6 | NEE |
Nextera Energy Inc
|
5,382 | $472,378 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,654 | $309,907 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
3,114 | $252,732 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $522,696 | 4,624 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $508,270 | 4,624 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $461,752 | 4,624 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $482,653 | 4,624 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $444,088 | 4,624 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $464,249 | 4,624 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $416,194 | 4,669 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $411,586 | 4,706 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $332,012 | 4,669 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $344,505 | 4,658 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $336,959 | 4,658 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $348,558 | 4,658 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $380,418 | 4,658 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $402,404 | 4,658 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $414,189 | 4,658 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $375,201 | 4,658 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $420,896 | 4,658 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $461,299 | 4,920 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $309,576 | 3,478 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $287,793 | 3,553 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $284,382 | 3,553 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $305,344 | 3,753 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $292,959 | 3,753 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $296,787 | 3,753 | Shares | Sole | 2020-11-16 | |
| 2020-03-31 | $200,500 | 2,753 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||