Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$426,273
+$109,154 QoQ
Shares Held
3,771
+30.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#546
of 943 holders
Holding Since
Mar 2026
2 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, 2026CERTUITY, LLC holds $8,804,280 across 17 Utilities - Regulated Electric names. AEE ranks #8 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
22,158 | $1,944,807 | |
| 2 | ED |
Consolidated Edison Inc
|
9,028 | $998,767 | |
| 3 | DUK |
Duke Energy CORP
|
6,212 | $786,314 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
4,649 | $497,443 | |
| 5 | ES |
Eversource Energy
|
6,445 | $465,780 | |
| 6 | SO |
Southern Co
|
4,685 | $448,401 | |
| 7 | EXC |
Exelon Corp
|
9,470 | $441,491 | |
| 8 | AEE |
Ameren Corp
This page
|
3,771 | $426,273 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $426,273 | 3,771 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $317,119 | 2,885 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||