Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$853,565
+$27,627 QoQ
Shares Held
7,551
+0.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#435
of 945 holders
Holding Since
Sep 2020
24 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, 2026Lavaca Capital LLC holds $2,064,091 across 7 Utilities - Regulated Electric names. AEE ranks #2 (41.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,000 | $1,053,240 | |
| 2 | AEE |
Ameren Corp
This page
|
7,551 | $853,565 | |
| 3 | ETR |
Entergy Corp /De/
|
550 | $63,173 | |
| 4 | AEP |
American Electric Power Co Inc
|
200 | $27,362 | |
| 5 | EVRG |
Evergy, Inc.
|
300 | $25,929 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
200 | $23,354 | |
| 7 | DUK |
Duke Energy CORP
|
138 | $17,468 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $853,565 | 7,551 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $825,938 | 7,514 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $746,453 | 7,475 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $771,263 | 7,389 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $705,990 | 7,351 | Shares | Sole | 2025-08-28 | |
| 2025-03-31 | $733,924 | 7,310 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $648,136 | 7,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $632,335 | 7,230 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $511,209 | 7,189 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $524,302 | 7,089 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $512,818 | 7,089 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $527,027 | 7,043 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $569,893 | 6,978 | Shares | Sole | 2023-08-28 | |
| 2023-03-31 | $599,373 | 6,938 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $612,925 | 6,893 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $552,573 | 6,860 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $616,707 | 6,825 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $636,817 | 6,792 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $601,796 | 6,761 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $545,130 | 6,730 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $536,027 | 6,697 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $542,183 | 6,664 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $517,693 | 6,632 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $517,104 | 6,539 | Shares | Sole | 2020-11-10 | |
| No filing history on record for this holder in this stock. | ||||||