Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,593,928
+$26,417 QoQ
Shares Held
22,947
-1.8% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#275
of 945 holders
Holding Since
Dec 2025
3 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, 2026Dakota Wealth Management holds $35,501,469 across 10 Utilities - Regulated Electric names. AEE ranks #4 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
138,267 | $12,135,694 | |
| 2 | ED |
Consolidated Edison Inc
|
67,618 | $7,480,579 | |
| 3 | AEP |
American Electric Power Co Inc
|
42,412 | $5,802,385 | |
| 4 | AEE |
Ameren Corp
This page
|
22,947 | $2,593,928 | |
| 5 | D |
Dominion Energy, Inc
|
36,090 | $2,464,586 | |
| 6 | DUK |
Duke Energy CORP
|
14,081 | $1,782,372 | |
| 7 | XEL |
Xcel Energy Inc
|
18,883 | $1,516,304 | |
| 8 | SO |
Southern Co
|
9,417 | $901,301 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,593,928 | 22,947 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $2,567,511 | 23,358 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,311,059 | 23,143 | Shares | Defined | 2026-01-13 | |
| No filing history on record for this holder in this stock. | ||||||