Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$8,800,729
+$275,884 QoQ
Shares Held
77,855
+0.4% QoQ
Ownership
0.028%
of shares outstanding
% of Portfolio
0.74%
of 13F equity value
Holder Rank
#174
of 944 holders
Holding Since
Mar 2020
26 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, 2026Krilogy Financial LLC holds $26,445,803 across 17 Utilities - Regulated Electric names. AEE ranks #1 (33.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
77,855 | $8,800,729 | |
| 2 | EIX |
Edison International
|
53,171 | $3,958,580 | |
| 3 | PCG |
PG&E Corp
|
200,332 | $3,369,584 | |
| 4 | NEE |
Nextera Energy Inc
|
24,664 | $2,164,759 | |
| 5 | ES |
Eversource Energy
|
22,043 | $1,593,047 | |
| 6 | ED |
Consolidated Edison Inc
|
12,897 | $1,426,795 | |
| 7 | SO |
Southern Co
|
10,518 | $1,006,677 | |
| 8 | EVRG |
Evergy, Inc.
|
6,580 | $568,709 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,800,729 | 77,855 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $8,524,845 | 77,555 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,042,424 | 80,537 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $8,430,041 | 80,763 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $7,544,518 | 78,556 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $8,053,184 | 80,211 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $6,912,985 | 77,552 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $6,813,221 | 77,901 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $5,413,959 | 76,135 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $5,608,017 | 75,825 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $9,507,429 | 131,427 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $10,255,975 | 137,057 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $11,353,436 | 139,016 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $11,996,720 | 138,867 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,148,401 | 12,915 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $962,089 | 11,944 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $1,097,151 | 12,142 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $1,192,814 | 12,722 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $1,136,212 | 12,765 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,100,304 | 13,584 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $1,177,948 | 14,717 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $1,217,471 | 14,964 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $1,146,233 | 14,684 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,023,927 | 12,948 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $998,971 | 14,198 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $826,110 | 11,343 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||