Foundations Investment Advisors, LLC

Endowment

Position in AEE — Ameren Corp

CIK 1743404 PHOENIX, AZ

Position in AEE

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$749,003

-$76,166 QoQ

Shares Held

6,626

-11.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#460

of 945 holders

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Foundations Investment Advisors, LLC holds $77,778,223 across 23 Utilities - Regulated Electric names. AEE ranks #12 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	347,316	$33,241,613
2	PEG	Public Service Enterprise Group Inc	261,886	$21,254,667
3	DUK	Duke Energy CORP	28,782	$3,643,225
4	NEE	Nextera Energy Inc	39,939	$3,505,446
5	WEC	Wec Energy Group, Inc.	28,472	$3,324,675
6	XEL	Xcel Energy Inc	24,024	$1,929,127
7	ED	Consolidated Edison Inc	16,040	$1,774,505
8	AEP	American Electric Power Co Inc	10,312	$1,410,784

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$749,003	6,626	-11.7%	Shares	Sole	2026-08-14
2026-03-31	$825,169	7,507	-0.2%	Shares	Sole	2026-05-11
2025-12-31	$751,246	7,523	+4.8%	Shares	Sole	2026-02-10
2025-09-30	$749,344	7,179	+120.3%	Shares	Sole	2025-11-03
2025-06-30	$312,898	3,258	+0.1%	Shares	Sole	2025-08-08
2025-03-31	$326,902	3,256	+11.1%	Shares	Sole	2025-05-07
2024-12-31	$261,269	2,931	-0.3%	Shares	Sole	2025-01-22
2024-09-30	$257,044	2,939	+8.0%	Shares	Sole	2024-10-21
2023-06-30	$222,224	2,721	+12.0%	Shares	Sole	2023-07-19
2023-03-31	$209,927	2,430	+0.1%	Shares	Sole	2023-04-25
2022-12-31	$215,808	2,427	-32.7%	Shares	Sole	2023-01-11
2022-06-30	$326,018	3,608	0.0%	Shares	Sole	2022-07-08
2022-03-31	$338,286	3,608	-0.1%	Shares	Sole	2022-04-19
2021-12-31	$321,415	3,611	+18.6%	Shares	Sole	2022-01-21
2021-09-30	$246,564	3,044	—	Shares	Sole	2021-10-13
No filing history on record for this holder in this stock.