Position in AEE
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,119,774
-$334,797 QoQ
Shares Held
9,906
-25.1% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#390
of 943 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Avestar Capital, LLC holds $6,153,388 across 9 Utilities - Regulated Electric names. AEE ranks #2 (18.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,334 | $1,170,325 | |
| 2 | AEE |
Ameren Corp
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|
9,906 | $1,119,774 | |
| 3 | AEP |
American Electric Power Co Inc
|
6,494 | $888,444 | |
| 4 | DUK |
Duke Energy CORP
|
5,632 | $712,898 | |
| 5 | SO |
Southern Co
|
7,373 | $705,669 | |
| 6 | ETR |
Entergy Corp /De/
|
3,977 | $456,798 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,749 | $437,770 | |
| 8 | D |
Dominion Energy, Inc
|
5,712 | $390,072 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,119,774 | 9,906 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,454,571 | 13,233 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,326,540 | 13,284 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $858,212 | 8,222 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $680,635 | 7,087 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||