Position in AEE
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$8,760,843
+$509,512 QoQ
Shares Held
79,702
-3.5% QoQ
Ownership
0.029%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
15 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, 2026BENJAMIN EDWARDS INC holds $188,920,302 across 26 Utilities - Regulated Electric names. AEE ranks #5 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
584,490 | $67,666,407 | |
| 2 | NEE |
Nextera Energy Inc
|
386,842 | $35,929,884 | |
| 3 | SO |
Southern Co
|
200,127 | $19,316,257 | |
| 4 | DUK |
Duke Energy CORP
|
80,566 | $10,549,311 | |
| 5 | AEE |
Ameren Corp
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|
79,702 | $8,760,843 | |
| 6 | ETR |
Entergy Corp /De/
|
66,872 | $7,513,737 | |
| 7 | AEP |
American Electric Power Co Inc
|
45,600 | $5,977,247 | |
| 8 | CMS |
Cms Energy Corp
|
62,480 | $4,847,198 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||