Position in AEE
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$78,562
+$1,069 QoQ
Shares Held
695
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#751
of 945 holders
Holding Since
Mar 2020
9 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, 2026CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $10,160,729 across 8 Utilities - Regulated Electric names. AEE ranks #6 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
93,819 | $7,533,665 | |
| 2 | EVRG |
Evergy, Inc.
|
12,069 | $1,043,123 | |
| 3 | NEE |
Nextera Energy Inc
|
10,674 | $936,856 | |
| 4 | ES |
Eversource Energy
|
6,374 | $460,648 | |
| 5 | ETR |
Entergy Corp /De/
|
767 | $88,097 | |
| 6 | AEE |
Ameren Corp
This page
|
695 | $78,562 | |
| 7 | PNW |
Pinnacle West Capital Corp
|
184 | $19,688 | |
| 8 | ENIC |
Enel Chile S.A.
|
20 | $90 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $78,562 | 695 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $77,493 | 705 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $434,590 | 4,352 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $473,154 | 4,533 | Shares | Sole | 2025-10-09 | |
| 2023-03-31 | $352,903 | 4,085 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $358,970 | 4,037 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $299,484 | 3,718 | Shares | Sole | 2022-10-12 | |
| 2020-06-30 | $3,990,959 | 56,722 | Shares | Sole | 2020-07-09 | |
| 2020-03-31 | $3,832,678 | 52,625 | Shares | Sole | 2020-04-09 | |
| No filing history on record for this holder in this stock. | ||||||