Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$236,931
-$606 QoQ
Shares Held
2,096
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#654
of 945 holders
Holding Since
Jun 2022
4 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, 2026Total Clarity Wealth Management, Inc. holds $3,550,050 across 7 Utilities - Regulated Electric names. AEE ranks #7 (6.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | D |
Dominion Energy, Inc
|
17,190 | $1,173,905 | |
| 2 | NEE |
Nextera Energy Inc
|
6,485 | $569,188 | |
| 3 | LNT |
Alliant Energy Corp
|
6,812 | $519,687 | |
| 4 | EXC |
Exelon Corp
|
9,324 | $434,684 | |
| 5 | SO |
Southern Co
|
3,351 | $320,724 | |
| 6 | DUK |
Duke Energy CORP
|
2,330 | $294,931 | |
| 7 | AEE |
Ameren Corp
This page
|
2,096 | $236,931 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,931 | 2,096 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $237,537 | 2,161 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $210,405 | 2,107 | Shares | Sole | 2026-02-02 | |
| 2022-06-30 | $127,859 | 1,415 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||