Position in AEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$957,182
+$89,199 QoQ
Shares Held
8,708
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Parkside Financial Bank & Trust holds $8,128,910 across 33 Utilities - Regulated Electric names. AEE ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
33,226 | $3,086,030 | |
| 2 | AEE |
Ameren Corp
This page
|
8,708 | $957,182 | |
| 3 | DUK |
Duke Energy CORP
|
6,063 | $793,888 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,081 | $534,937 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
2,700 | $312,578 | |
| 6 | ETR |
Entergy Corp /De/
|
2,354 | $264,494 | |
| 7 | SO |
Southern Co
|
2,708 | $261,375 | |
| 8 | CNP |
Centerpoint Energy Inc
|
4,876 | $210,447 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $957,182 | 8,708 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $867,983 | 8,692 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $958,207 | 9,180 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $874,059 | 9,101 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $913,037 | 9,094 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $879,989 | 9,872 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $874,337 | 9,997 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $663,811 | 9,335 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $146,735 | 1,984 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $207,326 | 2,866 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $229,951 | 3,073 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $249,419 | 3,054 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $332,946 | 3,854 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $298,503 | 3,357 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $249,060 | 3,092 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $289,783 | 3,207 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $128,450 | 1,370 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $125,859 | 1,414 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $167,751 | 2,071 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $191,295 | 2,390 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $182,408 | 2,242 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $144,800 | 1,855 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $154,126 | 1,949 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $142,619 | 2,027 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $106,112 | 1,457 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||