Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,360,097
-$49,517 QoQ
Shares Held
12,032
-6.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#358
of 940 holders
Holding Since
Sep 2024
8 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, 2026IHT Wealth Management, LLC holds $31,978,484 across 19 Utilities - Regulated Electric names. AEE ranks #8 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
56,722 | $4,978,489 | |
| 2 | SO |
Southern Co
|
51,288 | $4,908,773 | |
| 3 | D |
Dominion Energy, Inc
|
68,964 | $4,709,551 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,955 | $3,414,093 | |
| 5 | DUK |
Duke Energy CORP
|
19,153 | $2,424,386 | |
| 6 | PNW |
Pinnacle West Capital Corp
|
13,016 | $1,392,712 | |
| 7 | ED |
Consolidated Edison Inc
|
12,358 | $1,367,164 | |
| 8 | AEE |
Ameren Corp
This page
|
12,032 | $1,360,097 |
All Filings in AEE
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,360,097 | 12,032 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,409,614 | 12,824 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $412,222 | 4,128 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $422,321 | 4,046 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $351,122 | 3,656 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $368,166 | 3,667 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $313,237 | 3,514 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $223,197 | 2,552 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||