Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$11,304
+$312 QoQ
Shares Held
100
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#845
of 943 holders
Holding Since
Mar 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Nalls Sherbakoff Group, LLC holds $980,579 across 7 Utilities - Regulated Electric names. AEE ranks #5 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
2,861 | $362,145 | |
| 2 | SO |
Southern Co
|
3,067 | $293,542 | |
| 3 | D |
Dominion Energy, Inc
|
3,600 | $245,844 | |
| 4 | NEE |
Nextera Energy Inc
|
664 | $58,279 | |
| 5 | AEE |
Ameren Corp
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|
100 | $11,304 | |
| 6 | ED |
Consolidated Edison Inc
|
46 | $5,088 | |
| 7 | AEP |
American Electric Power Co Inc
|
32 | $4,377 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,304 | 100 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $10,992 | 100 | Shares | Sole | 2026-08-17 | |
| 2025-12-31 | $9,986 | 100 | Shares | Sole | 2026-03-12 | |
| 2025-09-30 | $10,438 | 100 | Shares | Sole | 2026-03-12 | |
| 2025-06-30 | $9,604 | 100 | Shares | Sole | 2026-03-12 | |
| 2025-03-31 | $10,040 | 100 | Shares | Sole | 2026-03-12 | |
| 2023-12-31 | $7,234 | 100 | Shares | Sole | 2024-04-09 | |
| 2023-09-30 | $7,483 | 100 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $8,167 | 100 | Shares | Sole | 2023-10-17 | |
| 2023-03-31 | $8,639 | 100 | Shares | Sole | 2023-10-17 | |
| No filing history on record for this holder in this stock. | ||||||