TRANSCEND CAPITAL ADVISORS, LLC

Position in AEE — Ameren Corp

CIK 1776082 MADISON, NJ

Position in AEE

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$295,599

+$43,223 QoQ

Shares Held

2,615

+13.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#599

of 945 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $17,366,465 across 18 Utilities - Regulated Electric names. AEE ranks #13 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	29,930	$2,626,956
2	PEG	Public Service Enterprise Group Inc	29,601	$2,402,417
3	SO	Southern Co	18,246	$1,746,324
4	PCG	PG&E Corp	96,842	$1,628,882
5	EIX	Edison International	20,803	$1,548,783
6	AEP	American Electric Power Co Inc	9,647	$1,319,806
7	ES	Eversource Energy	13,214	$954,975
8	ED	Consolidated Edison Inc	7,944	$878,844

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$295,599	2,615	+13.9%	Shares	Sole	2026-08-04
2026-03-31	$252,376	2,296	-56.4%	Shares	Sole	2026-05-13
2025-03-31	$528,907	5,268	+0.0%	Shares	Sole	2025-04-24
2024-12-31	$469,500	5,267	0.0%	Shares	Sole	2025-02-03
2024-09-30	$460,651	5,267	+0.5%	Shares	Sole	2024-10-15
2024-06-30	$372,758	5,242	+0.8%	Shares	Sole	2024-07-02
2024-03-31	$384,592	5,200	0.0%	Shares	Sole	2024-05-03
2023-12-31	$376,168	5,200	+98.1%	Shares	Sole	2024-02-05
2023-06-30	$214,383	2,625	0.0%	Shares	Sole	2023-07-13
2023-03-31	$226,773	2,625	-0.6%	Shares	Sole	2023-04-12
2022-12-31	$234,926	2,642	-7.3%	Shares	Sole	2023-01-20
2022-09-30	$229,567	2,850	+9.6%	Shares	Sole	2022-10-17
2022-06-30	$234,936	2,600	0.0%	Shares	Sole	2022-07-12
2022-03-31	$243,776	2,600	-27.0%	Shares	Sole	2022-04-20
2021-12-31	$317,053	3,562	0.0%	Shares	Sole	2022-01-20
2021-09-30	$288,522	3,562	—	Shares	Sole	2021-11-04
No filing history on record for this holder in this stock.