Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$475,333
+$13,120 QoQ
Shares Held
4,205
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#532
of 945 holders
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Legacy Financial Group LLC holds $691,920 across 2 Utilities - Regulated Electric names. AEE ranks #1 (68.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
4,205 | $475,333 | |
| 2 | LNT |
Alliant Energy Corp
|
2,839 | $216,587 |
All Filings in AEE
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $475,333 | 4,205 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $462,213 | 4,205 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $427,400 | 4,280 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $446,746 | 4,280 | Shares | Sole | 2026-01-06 | |
| 2025-06-30 | $411,051 | 4,280 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $429,712 | 4,280 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $368,148 | 4,130 | Shares | Sole | 2025-01-22 | |
| 2024-06-30 | $293,684 | 4,130 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $305,454 | 4,130 | Shares | Sole | 2024-04-10 | |
| 2023-09-30 | $309,047 | 4,130 | Shares | Sole | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||