Position in AEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$437,012
+$9,534 QoQ
Shares Held
3,866
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#543
of 943 holders
Holding Since
Jun 2020
25 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, 2026CHICAGO TRUST Co NA holds $11,369,924 across 14 Utilities - Regulated Electric names. AEE ranks #8 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
34,192 | $2,775,021 | |
| 2 | NEE |
Nextera Energy Inc
|
21,675 | $1,902,414 | |
| 3 | ED |
Consolidated Edison Inc
|
14,700 | $1,626,261 | |
| 4 | DUK |
Duke Energy CORP
|
9,865 | $1,248,711 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
7,154 | $835,372 | |
| 6 | SO |
Southern Co
|
5,478 | $524,299 | |
| 7 | DTE |
Dte Energy Co
|
3,384 | $515,619 | |
| 8 | AEE |
Ameren Corp
This page
|
3,866 | $437,012 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $437,012 | 3,866 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $427,478 | 3,889 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $403,833 | 4,044 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $434,428 | 4,162 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $406,536 | 4,233 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $428,406 | 4,267 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $404,694 | 4,540 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $408,087 | 4,666 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $337,060 | 4,740 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $456,184 | 6,168 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $455,813 | 6,301 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $587,864 | 7,856 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $733,232 | 8,978 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $814,743 | 9,431 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $909,028 | 10,223 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $849,721 | 10,549 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $978,688 | 10,831 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,077,864 | 11,496 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $1,296,073 | 14,561 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $1,226,259 | 15,139 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $1,182,430 | 14,773 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,198,676 | 14,733 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,137,489 | 14,572 | Shares | Sole | 2021-01-28 | |
| 2020-09-30 | $971,576 | 12,286 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $884,003 | 12,564 | Shares | Sole | 2020-07-13 | |
| No filing history on record for this holder in this stock. | ||||||