Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$31,574,671
+$3,882,526 QoQ
Shares Held
279,323
+10.9% QoQ
Ownership
0.101%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#93
of 945 holders
Holding Since
Dec 2021
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Gotham Asset Management, LLC holds $573,108,376 across 27 Utilities - Regulated Electric names. AEE ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVRG |
Evergy, Inc.
|
751,305 | $64,935,291 | |
| 2 | DUK |
Duke Energy CORP
|
479,341 | $60,674,983 | |
| 3 | PNW |
Pinnacle West Capital Corp
|
474,615 | $50,783,805 | |
| 4 | LNT |
Alliant Energy Corp
|
642,818 | $49,040,585 | |
| 5 | CNP |
Centerpoint Energy Inc
|
1,046,087 | $46,069,671 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
301,882 | $35,250,761 | |
| 7 | AEE |
Ameren Corp
This page
|
279,323 | $31,574,671 | |
| 8 | OGE |
Oge Energy Corp.
|
645,045 | $31,387,889 |
All Filings in AEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,574,671 | 279,323 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||