Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,145,273
+$59,212 QoQ
Shares Held
18,978
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#295
of 945 holders
Holding Since
Mar 2020
9 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, 2026DC Investments Management, LLC holds $21,797,568 across 10 Utilities - Regulated Electric names. AEE ranks #5 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
18,232 | $2,494,319 | |
| 2 | EVRG |
Evergy, Inc.
|
27,863 | $2,408,199 | |
| 3 | NWE |
NorthWestern Energy Group, Inc.
|
32,976 | $2,361,741 | |
| 4 | ES |
Eversource Energy
|
30,471 | $2,202,139 | |
| 5 | AEE |
Ameren Corp
This page
|
18,978 | $2,145,273 | |
| 6 | POR |
Portland General Electric Co /Or/
|
40,750 | $2,112,072 | |
| 7 | EXC |
Exelon Corp
|
44,187 | $2,059,997 | |
| 8 | ED |
Consolidated Edison Inc
|
18,543 | $2,051,412 |
All Filings in AEE
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,145,273 | 18,978 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,086,061 | 18,978 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,895,143 | 18,978 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,980,923 | 18,978 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,822,647 | 18,978 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,905,391 | 18,978 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $742,357 | 8,328 | Shares | Defined | 2025-02-14 | |
| 2020-06-30 | $354,895 | 5,044 | Shares | Sole | 2020-08-03 | |
| 2020-03-31 | $593,418 | 8,148 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||