Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$968,639
+$162,926 QoQ
Shares Held
8,569
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#415
of 945 holders
Holding Since
Sep 2023
12 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, 2026TECTONIC ADVISORS LLC holds $30,520,084 across 9 Utilities - Regulated Electric names. AEE ranks #4 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
113,314 | $12,535,927 | |
| 2 | DUK |
Duke Energy CORP
|
95,497 | $12,088,010 | |
| 3 | XEL |
Xcel Energy Inc
|
13,257 | $1,064,537 | |
| 4 | AEE |
Ameren Corp
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|
8,569 | $968,639 | |
| 5 | DTE |
Dte Energy Co
|
5,803 | $884,203 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
10,321 | $837,652 | |
| 7 | OGE |
Oge Energy Corp.
|
15,860 | $771,747 | |
| 8 | NEE |
Nextera Energy Inc
|
7,847 | $688,731 |
All Filings in AEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,639 | 8,569 | Shares | Other | 2026-07-15 | |
| 2026-03-31 | $805,713 | 7,330 | Shares | Other | 2026-04-17 | |
| 2025-12-31 | $740,861 | 7,419 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $732,225 | 7,015 | Shares | Other | 2025-10-21 | |
| 2025-06-30 | $655,857 | 6,829 | Shares | Other | 2025-07-23 | |
| 2025-03-31 | $660,431 | 6,578 | Shares | Other | 2025-05-02 | |
| 2024-12-31 | $571,030 | 6,406 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $530,707 | 6,068 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $411,229 | 5,783 | Shares | Other | 2024-08-02 | |
| 2024-03-31 | $308,561 | 4,172 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $255,794 | 3,536 | Shares | Other | 2024-01-17 | |
| 2023-09-30 | $238,109 | 3,182 | Shares | Other | 2023-10-24 | |
| No filing history on record for this holder in this stock. | ||||||