Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$323,068
+$3,201 QoQ
Shares Held
2,858
-1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#585
of 943 holders
Holding Since
Mar 2020
25 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, 2026CVA Family Office, LLC holds $4,072,919 across 29 Utilities - Regulated Electric names. AEE ranks #3 (7.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
12,103 | $1,062,280 | |
| 2 | DUK |
Duke Energy CORP
|
5,477 | $693,278 | |
| 3 | AEE |
Ameren Corp
This page
|
2,858 | $323,068 | |
| 4 | AEP |
American Electric Power Co Inc
|
2,282 | $312,200 | |
| 5 | SO |
Southern Co
|
3,085 | $295,265 | |
| 6 | D |
Dominion Energy, Inc
|
3,546 | $242,156 | |
| 7 | ETR |
Entergy Corp /De/
|
1,357 | $155,865 | |
| 8 | ES |
Eversource Energy
|
1,579 | $114,114 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,068 | 2,858 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $319,867 | 2,910 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $266,925 | 2,673 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $278,485 | 2,668 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $257,195 | 2,678 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $282,826 | 2,817 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $242,193 | 2,717 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $212,090 | 2,425 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $170,806 | 2,402 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $147,920 | 2,000 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $160,233 | 2,215 | Shares | Sole | 2024-01-16 | |
| 2023-06-30 | $202,133 | 2,475 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $212,519 | 2,460 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $216,520 | 2,435 | Shares | Sole | 2023-02-22 | |
| 2022-09-30 | $195,333 | 2,425 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $219,123 | 2,425 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $227,368 | 2,425 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $205,613 | 2,310 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $162,000 | 2,000 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $184,892 | 2,310 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $187,941 | 2,310 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $156,120 | 2,000 | Shares | Sole | 2021-01-15 | |
| 2020-09-30 | $158,160 | 2,000 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $140,720 | 2,000 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $145,660 | 2,000 | Shares | Sole | 2020-05-28 | |
| No filing history on record for this holder in this stock. | ||||||