Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$250,496
New position
Shares Held
2,216
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#635
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Perennial Investment Advisors, LLC holds $3,355,356 across 9 Utilities - Regulated Electric names. AEE ranks #7 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EXC |
Exelon Corp
|
16,830 | $784,614 | |
| 2 | NEE |
Nextera Energy Inc
|
7,017 | $615,882 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,006 | $411,250 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
2,752 | $321,351 | |
| 5 | SO |
Southern Co
|
2,848 | $272,582 | |
| 6 | DUK |
Duke Energy CORP
|
2,153 | $272,526 | |
| 7 | AEE |
Ameren Corp
This page
|
2,216 | $250,496 | |
| 8 | XEL |
Xcel Energy Inc
|
2,719 | $218,335 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,496 | 2,216 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||