Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$323,294
+$16,178 QoQ
Shares Held
2,860
+2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#584
of 945 holders
Holding Since
Mar 2025
6 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, 2026KAVAR CAPITAL PARTNERS GROUP, LLC holds $6,093,015 across 7 Utilities - Regulated Electric names. AEE ranks #7 (5.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
25,262 | $2,417,826 | |
| 2 | DUK |
Duke Energy CORP
|
9,238 | $1,169,346 | |
| 3 | NEE |
Nextera Energy Inc
|
9,181 | $805,816 | |
| 4 | AEP |
American Electric Power Co Inc
|
4,948 | $676,935 | |
| 5 | LNT |
Alliant Energy Corp
|
4,699 | $358,486 | |
| 6 | EVRG |
Evergy, Inc.
|
3,949 | $341,312 | |
| 7 | AEE |
Ameren Corp
This page
|
2,860 | $323,294 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $323,294 | 2,860 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $307,116 | 2,794 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $278,110 | 2,785 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $289,028 | 2,769 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $265,070 | 2,760 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $276,100 | 2,750 | Shares | Sole | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||