Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$333,354
+$81,508 QoQ
Shares Held
2,949
+16.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#579
of 945 holders
Holding Since
Dec 2021
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, 2026IFG Advisors, LLC holds $611,497 across 2 Utilities - Regulated Electric names. AEE ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
2,949 | $333,354 | |
| 2 | NEE |
Nextera Energy Inc
|
3,169 | $278,143 |
All Filings in AEE
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,354 | 2,949 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $251,846 | 2,522 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $263,768 | 2,527 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $242,404 | 2,524 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $253,008 | 2,520 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $224,365 | 2,517 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $219,874 | 2,514 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $202,868 | 2,484 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $214,333 | 2,481 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $220,432 | 2,479 | Shares | Sole | 2023-01-31 | |
| 2022-06-30 | $223,460 | 2,473 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $231,587 | 2,470 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $219,676 | 2,468 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||