Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$3,095,261
+$56,413 QoQ
Shares Held
27,382
-1.0% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#267
of 945 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $18,310,933 across 12 Utilities - Regulated Electric names. AEE ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
59,870 | $6,623,418 | |
| 2 | AEE |
Ameren Corp
This page
|
27,382 | $3,095,261 | |
| 3 | NEE |
Nextera Energy Inc
|
31,040 | $2,724,380 | |
| 4 | DUK |
Duke Energy CORP
|
18,986 | $2,403,247 | |
| 5 | AEP |
American Electric Power Co Inc
|
5,812 | $795,139 | |
| 6 | SO |
Southern Co
|
7,680 | $735,052 | |
| 7 | D |
Dominion Energy, Inc
|
6,856 | $468,196 | |
| 8 | ES |
Eversource Energy
|
5,355 | $387,005 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,095,261 | 27,382 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $3,038,848 | 27,646 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $2,883,058 | 28,871 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,529,753 | 24,236 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,333,387 | 24,296 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,665,017 | 26,544 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,358,644 | 26,460 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $2,043,677 | 23,367 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,619,601 | 22,776 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,686,066 | 22,797 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $1,592,348 | 22,012 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,727,899 | 23,091 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $1,839,943 | 22,529 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $1,966,668 | 22,765 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $1,755,506 | 21,794 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $1,967,137 | 21,770 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,751,530 | 18,681 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $1,607,698 | 18,062 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,431,999 | 17,679 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,397,738 | 17,463 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,470,582 | 18,075 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $1,459,487 | 18,697 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $1,497,617 | 18,938 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $1,370,823 | 19,483 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,419,383 | 19,489 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||