Capital Analysts, LLC

Position in AEE — Ameren Corp

CIK 1624758 FORT WASHINGTON, PA

Position in AEE

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$2,231,974

+$2,131,994 QoQ

Shares Held

19,745

+1304.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#291

of 943 holders

Holding Since

Sep 2021

12 quarters on record

Voting authority Sole 75% Shared 0% None 25%

Utilities · as of Jun 30, 2026

Capital Analysts, LLC holds $29,025,887 across 20 Utilities - Regulated Electric names. AEE ranks #3 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AEP	American Electric Power Co Inc	146,712	$20,071,668
2	NEE	Nextera Energy Inc	46,297	$4,063,487
3	AEE	Ameren Corp This page	19,745	$2,231,974
4	PEG	Public Service Enterprise Group Inc	10,239	$830,996
5	DUK	Duke Energy CORP	4,610	$583,533
6	D	Dominion Energy, Inc	7,289	$497,765
7	SO	Southern Co	3,591	$343,693
8	XEL	Xcel Energy Inc	1,516	$121,734

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,231,974	19,745	+1304.3%	Shares	Defined	2026-08-05
2024-06-30	$99,980	1,406	0.0%	Shares	Defined	2024-08-14
2024-03-31	$103,987	1,406	0.0%	Shares	Defined	2024-05-14
2023-12-31	$101,710	1,406	0.0%	Shares	Defined	2024-01-30
2023-09-30	$105,210	1,406	0.0%	Shares	Defined	2023-11-13
2023-06-30	$114,828	1,406	0.0%	Shares	Defined	2023-08-11
2023-03-31	$121,464	1,406	-2.6%	Shares	Defined	2023-05-05
2022-12-31	$128,311	1,443	+3800.0%	Shares	Defined	2023-02-08
2022-09-30	$2,980	37	+2.8%	Shares	Defined	2022-11-14
2022-06-30	$3,252	36	0.0%	Shares	Defined	2022-08-12
2021-12-31	$3,204	36	0.0%	Shares	Defined	2022-02-10
2021-09-30	$2,916	36	—	Shares	Defined	2021-11-04
No filing history on record for this holder in this stock.