Heritage Wealth Advisors

Position in AEE — Ameren Corp

CIK 1591122 RICHMOND, VA

Position in AEE

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$44,847

+$11,363 QoQ

Shares Held

408

-0.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Heritage Wealth Advisors holds $35,099,998 across 16 Utilities - Regulated Electric names.

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	251,426	$31,825,503
2	D	Dominion Energy, Inc	16,444	$1,122,960
3	NEE	Nextera Energy Inc	5,640	$495,022
4	ETR	Entergy Corp /De/	4,276	$491,141
5	SO	Southern Co	4,669	$446,869
6	AEP	American Electric Power Co Inc	2,462	$336,826
7	XEL	Xcel Energy Inc	1,040	$83,512
8	DTE	Dte Energy Co	450	$68,566

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$44,847	408	-0.5%	Shares	Sole	2026-05-14
2023-06-30	$33,484	410	0.0%	Shares	Sole	2024-12-12
2023-03-31	$35,419	410	0.0%	Shares	Sole	2023-05-04
2022-12-31	$36,457	410	0.0%	Shares	Sole	2024-12-12
2022-09-30	$33,025	410	0.0%	Shares	Sole	2024-12-12
2022-06-30	$37,047	410	0.0%	Shares	Sole	2022-08-04
2022-03-31	$38,441	410	0.0%	Shares	Sole	2022-05-11
2021-12-31	$36,494	410	0.0%	Shares	Sole	2022-03-28
2021-09-30	$33,210	410	0.0%	Shares	Sole	2021-11-02
2021-06-30	$32,816	410	0.0%	Shares	Sole	2021-08-09
2021-03-31	$33,357	410	0.0%	Shares	Sole	2021-04-27
2020-12-31	$32,004	410	0.0%	Shares	Sole	2021-02-01
2020-09-30	$32,422	410	0.0%	Shares	Sole	2020-11-03
2020-06-30	$28,847	410	0.0%	Shares	Sole	2020-07-17
2020-03-31	$29,860	410	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.