Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$3,617
+$100 QoQ
Shares Held
32
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#884
of 945 holders
Holding Since
Dec 2024
7 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, 2026Global Trust Asset Management, LLC holds $7,150,494 across 10 Utilities - Regulated Electric names. AEE ranks #8 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
72,434 | $6,357,532 | |
| 2 | AEP |
American Electric Power Co Inc
|
2,472 | $338,194 | |
| 3 | PEG |
Public Service Enterprise Group Inc
|
2,168 | $175,954 | |
| 4 | DUK |
Duke Energy CORP
|
1,295 | $163,921 | |
| 5 | SO |
Southern Co
|
663 | $63,455 | |
| 6 | LNT |
Alliant Energy Corp
|
500 | $38,145 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
37 | $4,320 | |
| 8 | AEE |
Ameren Corp
This page
|
32 | $3,617 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,617 | 32 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $3,517 | 32 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $3,195 | 32 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $3,340 | 32 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,073 | 32 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $3,212 | 32 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $2,852 | 32 | Shares | Sole | 2025-01-17 | |
| No filing history on record for this holder in this stock. | ||||||