Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$115,187
+$3,179 QoQ
Shares Held
1,019
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#728
of 940 holders
Holding Since
Mar 2020
26 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, 2026IAG Wealth Partners, LLC holds $2,249,022 across 11 Utilities - Regulated Electric names. AEE ranks #4 (5.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
12,638 | $1,475,739 | |
| 2 | NEE |
Nextera Energy Inc
|
3,200 | $280,864 | |
| 3 | LNT |
Alliant Energy Corp
|
1,580 | $120,538 | |
| 4 | AEE |
Ameren Corp
This page
|
1,019 | $115,187 | |
| 5 | XEL |
Xcel Energy Inc
|
1,276 | $102,462 | |
| 6 | SO |
Southern Co
|
926 | $88,627 | |
| 7 | MGEE |
Mge Energy Inc
|
528 | $43,053 | |
| 8 | DUK |
Duke Energy CORP
|
136 | $17,214 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,187 | 1,019 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $112,008 | 1,019 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $101,757 | 1,019 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $106,363 | 1,019 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $97,864 | 1,019 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $102,307 | 1,019 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $48,403 | 543 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $47,490 | 543 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $38,612 | 543 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $51,032 | 690 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $49,914 | 690 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $51,632 | 690 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $56,352 | 690 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $59,609 | 690 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $70,513 | 793 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $63,876 | 793 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $71,655 | 793 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $74,351 | 793 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $70,584 | 793 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $68,283 | 843 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $75,717 | 946 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $52,558 | 646 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $12,957 | 166 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $13,127 | 166 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $11,679 | 166 | Shares | Sole | 2021-02-11 | |
| 2020-03-31 | $12,089 | 166 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||