Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,686,169
-$138,884 QoQ
Shares Held
23,763
-7.5% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#274
of 943 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, 2026Mutual Advisors, LLC holds $20,188,861 across 16 Utilities - Regulated Electric names. AEE ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
34,878 | $3,338,173 | |
| 2 | DUK |
Duke Energy CORP
|
24,041 | $3,043,109 | |
| 3 | NEE |
Nextera Energy Inc
|
31,144 | $2,733,508 | |
| 4 | AEE |
Ameren Corp
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|
23,763 | $2,686,169 | |
| 5 | AEP |
American Electric Power Co Inc
|
15,416 | $2,109,062 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
16,440 | $1,334,270 | |
| 7 | ED |
Consolidated Edison Inc
|
9,699 | $1,073,000 | |
| 8 | PPL |
PPL Corp
|
29,007 | $1,054,404 |
All Filings in AEE
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,686,169 | 23,763 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,825,053 | 25,701 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,792,784 | 27,967 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,801,872 | 26,843 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,737,524 | 28,504 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,023,361 | 20,153 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $1,805,263 | 20,252 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,836,135 | 20,994 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,459,106 | 20,519 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $3,406,005 | 46,052 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,126,767 | 15,576 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $1,124,694 | 15,030 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,235,095 | 15,123 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,584,306 | 18,339 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $1,624,479 | 18,269 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $599,694 | 7,445 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $701,826 | 7,767 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $642,162 | 6,849 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $614,079 | 6,899 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $526,419 | 6,499 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $489,684 | 6,118 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $693,024 | 8,518 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $712,765 | 9,131 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $758,139 | 9,587 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $674,189 | 9,582 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $744,176 | 10,218 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||