Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,590,231
+$8,583,652 QoQ
Shares Held
132,735
+120.7% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
2.62%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
6 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 Mar 31, 2026BTG Pactual Asset Management US LLC holds $106,214,383 across 16 Utilities - Regulated Electric names. AEE ranks #1 (13.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
132,735 | $14,590,231 | |
| 2 | D |
Dominion Energy, Inc
|
202,152 | $12,497,036 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
106,076 | $12,280,418 | |
| 4 | AEP |
American Electric Power Co Inc
|
93,020 | $12,193,061 | |
| 5 | XEL |
Xcel Energy Inc
|
135,164 | $10,737,428 | |
| 6 | PCG |
PG&E Corp
|
483,276 | $8,491,159 | |
| 7 | FE |
Firstenergy Corp
|
142,494 | $7,218,746 | |
| 8 | OGE |
Oge Energy Corp.
|
119,712 | $5,741,387 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,590,231 | 132,735 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $6,006,579 | 60,150 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $8,172,432 | 78,295 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $7,266,482 | 75,661 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,162,266 | 51,417 | Shares | Sole | 2025-05-15 | |
| 2024-06-30 | $5,331,045 | 74,969 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||