Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$914,267
+$37,985 QoQ
Shares Held
8,088
+1.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#421
of 945 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avidian Wealth Enterprises, LLC holds $13,635,525 across 13 Utilities - Regulated Electric names. AEE ranks #5 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
28,877 | $3,655,250 | |
| 2 | NEE |
Nextera Energy Inc
|
41,434 | $3,636,662 | |
| 3 | ED |
Consolidated Edison Inc
|
11,312 | $1,251,446 | |
| 4 | SO |
Southern Co
|
10,153 | $971,743 | |
| 5 | AEE |
Ameren Corp
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|
8,088 | $914,267 | |
| 6 | AEP |
American Electric Power Co Inc
|
6,378 | $872,574 | |
| 7 | LNT |
Alliant Energy Corp
|
7,527 | $574,234 | |
| 8 | ES |
Eversource Energy
|
6,690 | $483,486 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $914,267 | 8,088 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $876,282 | 7,972 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $794,186 | 7,953 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $815,938 | 7,817 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $734,609 | 7,649 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $775,690 | 7,726 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $683,258 | 7,665 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $656,562 | 7,507 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $528,987 | 7,439 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $539,686 | 7,297 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $523,886 | 7,242 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $538,327 | 7,194 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $582,143 | 7,128 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $638,162 | 7,387 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $646,092 | 7,266 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $596,311 | 7,403 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $669,929 | 7,414 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $691,761 | 7,378 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $645,767 | 7,255 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $584,496 | 7,216 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $565,162 | 7,061 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $571,554 | 7,025 | Shares | Sole | 2021-05-05 | |
| 2020-12-31 | $545,717 | 6,991 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $541,144 | 6,843 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||