Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$267,678
New position
Shares Held
2,368
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#626
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, 2026Keebeck Wealth Management holds $6,920,573 across 7 Utilities - Regulated Electric names. AEE ranks #7 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
30,280 | $3,535,795 | |
| 2 | NEE |
Nextera Energy Inc
|
14,475 | $1,270,470 | |
| 3 | SO |
Southern Co
|
8,069 | $772,283 | |
| 4 | ED |
Consolidated Edison Inc
|
3,633 | $401,918 | |
| 5 | DUK |
Duke Energy CORP
|
2,968 | $375,689 | |
| 6 | AEP |
American Electric Power Co Inc
|
2,169 | $296,740 | |
| 7 | AEE |
Ameren Corp
This page
|
2,368 | $267,678 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $267,678 | 2,368 | Shares | Other | 2026-08-11 | |
| No filing history on record for this holder in this stock. | ||||||