Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$13,506,471
+$11,514,664 QoQ
Shares Held
119,484
+499.0% QoQ
Ownership
0.043%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#146
of 945 holders
Holding Since
Mar 2020
14 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, 2026Edgestream Partners, L.P. holds $104,108,024 across 20 Utilities - Regulated Electric names. AEE ranks #1 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
119,484 | $13,506,471 | |
| 2 | EVRG |
Evergy, Inc.
|
155,455 | $13,435,975 | |
| 3 | DUK |
Duke Energy CORP
|
100,170 | $12,679,518 | |
| 4 | ED |
Consolidated Edison Inc
|
114,406 | $12,656,735 | |
| 5 | XEL |
Xcel Energy Inc
|
125,508 | $10,078,292 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
88,351 | $9,453,557 | |
| 7 | CNP |
Centerpoint Energy Inc
|
206,872 | $9,110,642 | |
| 8 | POR |
Portland General Electric Co /Or/
|
122,295 | $6,338,549 |
All Filings in AEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,506,471 | 119,484 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $1,991,807 | 19,946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $6,208,626 | 59,481 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $13,304,805 | 138,534 | Shares | Sole | 2025-08-13 | |
| 2024-09-30 | $325,438 | 3,721 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $8,980,410 | 126,289 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $3,324,058 | 44,944 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $3,087,109 | 42,675 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $5,289,847 | 64,771 | Shares | Sole | 2023-08-10 | |
| 2021-03-31 | $1,797,567 | 22,094 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $2,102,546 | 26,935 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,814,727 | 22,948 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $10,507,703 | 149,342 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $5,630,341 | 77,308 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||