Position in AEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$38,221,602
+$15,458,316 QoQ
Shares Held
347,722
+52.5% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Korea Investment CORP holds $805,986,786 across 24 Utilities - Regulated Electric names. AEE ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,675,152 | $155,588,117 | |
| 2 | SO |
Southern Co
|
840,022 | $81,078,923 | |
| 3 | DUK |
Duke Energy CORP
|
567,547 | $74,314,604 | |
| 4 | ETR |
Entergy Corp /De/
|
545,412 | $61,282,492 | |
| 5 | AEP |
American Electric Power Co Inc
|
440,337 | $57,719,373 | |
| 6 | EXC |
Exelon Corp
|
836,910 | $41,025,328 | |
| 7 | AEE |
Ameren Corp
This page
|
347,722 | $38,221,602 | |
| 8 | ED |
Consolidated Edison Inc
|
305,795 | $34,609,878 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $38,221,602 | 347,722 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $22,763,286 | 227,952 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $21,964,892 | 210,432 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,513,567 | 213,594 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $20,514,531 | 204,328 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $18,791,246 | 210,806 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $11,685,180 | 133,606 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $7,227,051 | 101,632 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $55,900,225 | 755,817 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $65,808,204 | 909,707 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $63,591,731 | 849,816 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $74,478,221 | 911,941 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $46,619,154 | 539,636 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,562,632 | 287,479 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $32,619,447 | 404,959 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,413,281 | 480,448 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $8,219,845 | 87,669 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,599,057 | 51,669 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $3,755,889 | 46,369 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $4,087,562 | 51,069 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $4,211,925 | 51,769 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $4,228,432 | 54,169 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $14,872,496 | 188,069 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $11,206,166 | 159,269 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $9,341,831 | 128,269 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||