Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$406,944
+$3,538 QoQ
Shares Held
3,600
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#547
of 940 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Evercore Wealth Management, LLC holds $21,866,904 across 8 Utilities - Regulated Electric names. AEE ranks #6 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
176,414 | $15,483,855 | |
| 2 | DUK |
Duke Energy CORP
|
24,009 | $3,039,058 | |
| 3 | ED |
Consolidated Edison Inc
|
7,661 | $847,535 | |
| 4 | SO |
Southern Co
|
8,817 | $843,874 | |
| 5 | EIX |
Edison International
|
8,521 | $634,388 | |
| 6 | AEE |
Ameren Corp
This page
|
3,600 | $406,944 | |
| 7 | ETR |
Entergy Corp /De/
|
2,924 | $335,850 | |
| 8 | CMS |
Cms Energy Corp
|
3,600 | $275,400 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $406,944 | 3,600 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $403,406 | 3,670 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $366,486 | 3,670 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $383,074 | 3,670 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $352,466 | 3,670 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $361,440 | 3,600 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $325,628 | 3,653 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $319,491 | 3,653 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $255,996 | 3,600 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $270,249 | 3,654 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $262,594 | 3,630 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $269,388 | 3,600 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $294,012 | 3,600 | Shares | Defined | 2023-08-04 | |
| 2023-03-31 | $311,004 | 3,600 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $320,112 | 3,600 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $289,980 | 3,600 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $325,296 | 3,600 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $337,536 | 3,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $320,436 | 3,600 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $291,600 | 3,600 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $288,144 | 3,600 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $292,896 | 3,600 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $281,016 | 3,600 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $286,269 | 3,620 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $253,296 | 3,600 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $281,050 | 3,859 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||