Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,321,437
+$85,607 QoQ
Shares Held
11,690
+4.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#363
of 945 holders
Holding Since
Mar 2020
24 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, 2026Visionary Wealth Advisors holds $32,244,812 across 6 Utilities - Regulated Electric names. AEE ranks #4 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
112,104 | $10,729,473 | |
| 2 | NEE |
Nextera Energy Inc
|
113,533 | $9,964,791 | |
| 3 | DUK |
Duke Energy CORP
|
77,162 | $9,767,165 | |
| 4 | AEE |
Ameren Corp
This page
|
11,690 | $1,321,437 | |
| 5 | D |
Dominion Energy, Inc
|
3,493 | $238,536 | |
| 6 | AEP |
American Electric Power Co Inc
|
1,633 | $223,410 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,321,437 | 11,690 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $1,235,830 | 11,243 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,120,828 | 11,224 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,171,352 | 11,222 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,213,369 | 12,634 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $868,761 | 8,653 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $629,060 | 7,057 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $617,292 | 7,058 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $651,083 | 9,156 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $674,515 | 9,120 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $721,374 | 9,972 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $760,646 | 10,165 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $666,753 | 8,164 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $787,099 | 9,111 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,011,109 | 11,371 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $711,095 | 8,828 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $859,865 | 9,516 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $846,559 | 9,029 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $733,887 | 8,245 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $651,845 | 8,144 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $614,430 | 7,552 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $783,019 | 10,031 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $627,329 | 8,916 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $646,876 | 8,882 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||