Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$676,318
-$229,532 QoQ
Shares Held
5,983
-27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#474
of 943 holders
Holding Since
Mar 2023
13 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, 2026CreativeOne Wealth, LLC holds $16,103,661 across 16 Utilities - Regulated Electric names. AEE ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
37,932 | $3,329,290 | |
| 2 | EVRG |
Evergy, Inc.
|
24,818 | $2,145,019 | |
| 3 | SO |
Southern Co
|
18,749 | $1,794,466 | |
| 4 | DUK |
Duke Energy CORP
|
12,484 | $1,580,224 | |
| 5 | EIX |
Edison International
|
19,185 | $1,428,322 | |
| 6 | AEP |
American Electric Power Co Inc
|
9,801 | $1,340,874 | |
| 7 | AEE |
Ameren Corp
This page
|
5,983 | $676,318 | |
| 8 | ED |
Consolidated Edison Inc
|
5,839 | $645,968 |
All Filings in AEE
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $676,318 | 5,983 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $905,850 | 8,241 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $559,216 | 5,600 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $777,422 | 7,448 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $705,894 | 7,350 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $557,220 | 5,550 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $492,141 | 5,521 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $457,590 | 5,232 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $208,419 | 2,818 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $201,900 | 2,791 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $206,830 | 2,764 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $228,349 | 2,796 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $241,373 | 2,794 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||