Position in AEE
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,432,555
+$138,138 QoQ
Shares Held
12,673
+7.6% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#352
of 944 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Plancorp, LLC holds $4,813,823 across 7 Utilities - Regulated Electric names. AEE ranks #2 (29.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
16,490 | $1,447,327 | |
| 2 | AEE |
Ameren Corp
This page
|
12,673 | $1,432,555 | |
| 3 | SO |
Southern Co
|
8,208 | $785,587 | |
| 4 | ETR |
Entergy Corp /De/
|
3,901 | $448,068 | |
| 5 | DUK |
Duke Energy CORP
|
2,065 | $261,387 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
1,958 | $228,635 | |
| 7 | D |
Dominion Energy, Inc
|
3,079 | $210,264 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,432,555 | 12,673 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,294,417 | 11,776 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $1,205,210 | 12,069 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,572,171 | 15,062 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,380,671 | 14,376 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,441,944 | 14,362 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,224,516 | 13,737 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $983,837 | 11,249 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $815,702 | 11,471 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $856,678 | 11,583 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $602,592 | 8,330 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $638,973 | 8,539 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $610,891 | 7,480 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,338,872 | 15,498 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $730,566 | 8,216 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,209,861 | 15,020 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $721,163 | 7,981 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $749,423 | 7,993 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $709,053 | 7,966 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $653,184 | 8,064 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $642,961 | 8,033 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $699,858 | 8,602 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $672,877 | 8,620 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $730,066 | 9,232 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $644,216 | 9,156 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $663,918 | 9,116 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||