Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$574,243
+$15,850 QoQ
Shares Held
5,080
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#506
of 945 holders
Holding Since
Mar 2024
10 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, 2026Berger Financial Group, Inc holds $12,681,324 across 9 Utilities - Regulated Electric names. AEE ranks #5 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FE |
Firstenergy Corp
|
130,599 | $6,208,676 | |
| 2 | XEL |
Xcel Energy Inc
|
35,574 | $2,856,592 | |
| 3 | NEE |
Nextera Energy Inc
|
11,841 | $1,039,284 | |
| 4 | SO |
Southern Co
|
6,267 | $599,814 | |
| 5 | AEE |
Ameren Corp
This page
|
5,080 | $574,243 | |
| 6 | D |
Dominion Energy, Inc
|
6,450 | $440,470 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
3,479 | $406,242 | |
| 8 | EXC |
Exelon Corp
|
7,064 | $329,323 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,243 | 5,080 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $558,393 | 5,080 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $508,287 | 5,090 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $531,294 | 5,090 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $488,843 | 5,090 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $510,734 | 5,087 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $454,792 | 5,102 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $446,220 | 5,102 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $355,478 | 4,999 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,504 | 4,996 | Shares | Sole | 2024-04-16 | |
| No filing history on record for this holder in this stock. | ||||||