Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$392,248
+$11,925 QoQ
Shares Held
3,470
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#557
of 943 holders
Holding Since
Mar 2020
26 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, 2026Physician Wealth Advisors, Inc. holds $1,950,998 across 34 Utilities - Regulated Electric names. AEE ranks #1 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
3,470 | $392,248 | |
| 2 | NWE |
NorthWestern Energy Group, Inc.
|
4,325 | $309,756 | |
| 3 | D |
Dominion Energy, Inc
|
3,804 | $259,775 | |
| 4 | DUK |
Duke Energy CORP
|
1,995 | $252,527 | |
| 5 | ED |
Consolidated Edison Inc
|
1,350 | $149,350 | |
| 6 | SO |
Southern Co
|
982 | $93,987 | |
| 7 | NEE |
Nextera Energy Inc
|
719 | $63,106 | |
| 8 | CMS |
Cms Energy Corp
|
574 | $43,911 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,248 | 3,470 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $380,323 | 3,460 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $345,016 | 3,455 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $358,023 | 3,430 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $322,694 | 3,360 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $337,344 | 3,360 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $299,510 | 3,360 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $293,865 | 3,360 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $238,929 | 3,360 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $248,505 | 3,360 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $242,339 | 3,350 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $250,680 | 3,350 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $273,594 | 3,350 | Shares | Sole | 2023-07-05 | |
| 2023-03-31 | $289,406 | 3,350 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $297,882 | 3,350 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $269,842 | 3,350 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $302,706 | 3,350 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $314,096 | 3,350 | Shares | Sole | 2022-05-05 | |
| 2021-12-31 | $298,183 | 3,350 | Shares | Sole | 2022-01-11 | |
| 2021-09-30 | $271,350 | 3,350 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $268,134 | 3,350 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $272,556 | 3,350 | Shares | Sole | 2021-04-06 | |
| 2020-12-31 | $261,501 | 3,350 | Shares | Sole | 2021-02-19 | |
| 2020-09-30 | $264,918 | 3,350 | Shares | Sole | 2020-11-04 | |
| 2020-06-30 | $235,706 | 3,350 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $243,980 | 3,350 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||