Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$27,692,145
+$8,500,252 QoQ
Shares Held
251,930
+31.1% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
12 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, 2026Gotham Asset Management, LLC holds $530,990,017 across 29 Utilities - Regulated Electric names. AEE ranks #6 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
493,731 | $64,649,137 | |
| 2 | EVRG |
Evergy, Inc.
|
718,670 | $58,873,446 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
499,149 | $50,289,261 | |
| 4 | CNP |
Centerpoint Energy Inc
|
1,024,416 | $44,213,794 | |
| 5 | OGE |
Oge Energy Corp.
|
817,786 | $39,221,016 | |
| 6 | AEE |
Ameren Corp
This page
|
251,930 | $27,692,145 | |
| 7 | LNT |
Alliant Energy Corp
|
373,268 | $26,785,711 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
229,905 | $26,616,101 |
All Filings in AEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,692,145 | 251,930 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,191,893 | 192,188 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,388,851 | 70,788 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,534,273 | 68,037 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,560,015 | 15,538 | Shares | Sole | 2025-05-15 | |
| 2024-03-31 | $896,395 | 12,120 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $541,619 | 7,238 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $261,915 | 3,207 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $700,622 | 8,110 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $596,653 | 6,710 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $221,648 | 2,364 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $238,724 | 2,682 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||