Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,486,136
+$40,798 QoQ
Shares Held
13,147
-0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#351
of 945 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 54%
Shared 0%
None 46%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $55,647,166 across 12 Utilities - Regulated Electric names. AEE ranks #8 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
373,884 | $16,465,851 | |
| 2 | PPL |
PPL Corp
|
393,955 | $14,320,264 | |
| 3 | NEE |
Nextera Energy Inc
|
80,101 | $7,030,464 | |
| 4 | POR |
Portland General Electric Co /Or/
|
118,335 | $6,133,303 | |
| 5 | OGE |
Oge Energy Corp.
|
61,199 | $2,977,943 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
21,430 | $2,502,381 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
25,435 | $2,064,304 | |
| 8 | AEE |
Ameren Corp
This page
|
13,147 | $1,486,136 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,486,136 | 13,147 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,445,338 | 13,149 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,325,741 | 13,276 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,388,045 | 13,298 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,314,883 | 13,691 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,386,122 | 13,806 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,244,750 | 13,964 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,374,171 | 15,712 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,118,631 | 15,731 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $1,186,170 | 16,038 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||