Valeo Financial Advisors, LLC

Position in AEE — Ameren Corp

CIK 1722641 CARMEL, IN

Position in AEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$227,775

-$69,608 QoQ

Shares Held

2,015

-32.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#662

of 945 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Valeo Financial Advisors, LLC holds $11,524,962 across 14 Utilities - Regulated Electric names. AEE ranks #12 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	26,287	$2,307,209
2	DUK	Duke Energy CORP	16,334	$2,067,557
3	SO	Southern Co	20,147	$1,928,269
4	ETR	Entergy Corp /De/	9,518	$1,093,237
5	AEP	American Electric Power Co Inc	6,346	$868,196
6	D	Dominion Energy, Inc	11,885	$811,626
7	ED	Consolidated Edison Inc	4,364	$482,789
8	NGG	National Grid PLC	5,274	$437,056

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$227,775	2,015	-32.3%	Shares	Sole	2026-07-08
2025-12-31	$297,383	2,978	+9.0%	Shares	Sole	2026-02-04
2025-09-30	$285,270	2,733	+0.8%	Shares	Sole	2025-11-03
2025-06-30	$260,268	2,710	+2.0%	Shares	Sole	2025-09-12
2025-03-31	$266,662	2,656	-0.7%	Shares	Sole	2025-04-30
2024-12-31	$238,360	2,674	+333.4%	Shares	Sole	2025-01-30
2021-03-31	$50,199	617	-0.5%	Shares	Sole	2021-04-12
2020-12-31	$48,397	620	+2.8%	Shares	Sole	2021-02-11
2020-09-30	$47,685	603	-6.7%	Shares	Sole	2020-10-28
2020-06-30	$45,452	646	+4.0%	Shares	Sole	2020-07-20
2020-03-31	$45,227	621	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.