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Equibles

RAFFA WEALTH MANAGEMENT, LLC

Position in AEE — Ameren Corp

CIK 1631073 WASHINGTON, DC
Back to AEE Full portfolio

Position in AEE

as of Jun 30, 2026 · filed Jul 27, 2026
Position Value
$4,973
+$1,346 QoQ
Shares Held
44
+33.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#874
of 945 holders
Holding Since
Mar 2020
26 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, 2026

RAFFA WEALTH MANAGEMENT, LLC holds $226,374 across 29 Utilities - Regulated Electric names. AEE ranks #16 (2.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 EIX
Edison International
 737 $54,869
2 DUK
Duke Energy CORP
 211 $26,708
3 EXC
Exelon Corp
 354 $16,503
4 AEP
American Electric Power Co Inc
 102 $13,954
5 NGG
National Grid PLC
 159 $13,176
6 ED
Consolidated Edison Inc
 115 $12,722
7 NEE
Nextera Energy Inc
 113 $9,918
8 KEP
Korea Electric Power Corp
 744 $9,002

All Filings in AEE

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $4,973 44
2026-03-31 $3,627 33
2025-12-31 $2,995 30
2025-09-30 $3,131 30
2025-06-30 $2,881 30
2025-03-31 $3,012 30
2024-12-31 $2,674 30
2024-09-30 $2,623 30
2024-06-30 $2,133 30
2024-03-31 $2,218 30
2023-12-31 $2,170 30
2023-09-30 $2,244 30
2023-06-30 $2,450 30
2023-03-31 $2,591 30
2022-12-31 $2,667 30
2022-09-30 $2,416 30
2022-06-30 $2,710 30
2022-03-31 $2,812 30
2021-12-31 $2,670 30
2021-09-30 $2,430 30
2021-06-30 $2,401 30
2021-03-31 $2,440 30
2020-12-31 $1,405 18
2020-09-30 $1,423 18
2020-06-30 $1,266 18
2020-03-31 $1,310 18

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