Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$8,750,764
-$10,079 QoQ
Shares Held
77,413
-2.9% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#177
of 951 holders
Holding Since
Dec 2021
16 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, 2026BENJAMIN EDWARDS INC holds $203,920,181 across 24 Utilities - Regulated Electric names. AEE ranks #6 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
517,902 | $60,475,416 | |
| 2 | NEE |
Nextera Energy Inc
|
437,768 | $38,422,896 | |
| 3 | LNT |
Alliant Energy Corp
|
285,330 | $21,767,824 | |
| 4 | SO |
Southern Co
|
202,906 | $19,420,132 | |
| 5 | DUK |
Duke Energy CORP
|
80,744 | $10,220,575 | |
| 6 | AEE |
Ameren Corp
This page
|
77,413 | $8,750,764 | |
| 7 | ETR |
Entergy Corp /De/
|
75,564 | $8,679,280 | |
| 8 | AEP |
American Electric Power Co Inc
|
45,486 | $6,222,939 |
All Filings in AEE
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,750,764 | 77,413 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $8,760,843 | 79,702 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $8,251,331 | 82,629 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $8,070,139 | 77,315 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $3,391,267 | 35,311 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $288,248 | 2,871 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $3,740,492 | 41,962 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,824,012 | 43,723 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,939,971 | 41,344 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $3,120,668 | 42,194 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $3,059,186 | 42,289 | Shares | Defined | 2024-02-06 | |
| 2023-09-30 | $3,188,581 | 42,611 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $3,549,459 | 43,461 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $3,455,427 | 39,998 | Shares | Defined | 2023-04-27 | |
| 2022-03-31 | $5,625 | 60 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $5,340 | 60 | Shares | Defined | 2022-02-07 | |
| No filing history on record for this holder in this stock. | ||||||