Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$249,931
New position
Shares Held
2,211
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#637
of 944 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Chesapeake Wealth Management holds $5,081,027 across 7 Utilities - Regulated Electric names. AEE ranks #5 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
28,370 | $2,490,034 | |
| 2 | SO |
Southern Co
|
9,095 | $870,481 | |
| 3 | D |
Dominion Energy, Inc
|
9,211 | $629,019 | |
| 4 | DUK |
Duke Energy CORP
|
3,017 | $381,891 | |
| 5 | AEE |
Ameren Corp
This page
|
2,211 | $249,931 | |
| 6 | LNT |
Alliant Energy Corp
|
3,220 | $245,653 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
2,637 | $214,018 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $249,931 | 2,211 | Shares | Sole | 2026-08-13 | |
| No filing history on record for this holder in this stock. | ||||||