Position in AEE
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$4,292,241
+$432,181 QoQ
Shares Held
37,971
+8.1% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#8
of 125 holders
Holding Since
Mar 2021
22 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, 2026Hennion & Walsh Asset Management, Inc. holds $87,228,336 across 30 Utilities - Regulated Electric names. AEE ranks #7 (4.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
56,053 | $7,668,610 | |
| 2 | NEE |
Nextera Energy Inc
|
78,023 | $6,848,078 | |
| 3 | DUK |
Duke Energy CORP
|
42,686 | $5,403,193 | |
| 4 | DTE |
Dte Energy Co
|
33,731 | $5,139,592 | |
| 5 | XEL |
Xcel Energy Inc
|
58,481 | $4,696,024 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
39,313 | $4,590,579 | |
| 7 | AEE |
Ameren Corp
This page
|
37,971 | $4,292,241 | |
| 8 | LNT |
Alliant Energy Corp
|
54,277 | $4,140,792 |
All Filings in AEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,292,241 | 37,971 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $3,860,060 | 35,117 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $3,040,037 | 30,443 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $2,815,859 | 26,977 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,318,117 | 24,137 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $2,219,743 | 22,109 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,725,126 | 19,353 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,589,672 | 18,176 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $1,225,509 | 17,234 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $1,289,714 | 17,438 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $1,357,026 | 18,759 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,489,865 | 19,910 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $1,690,405 | 20,698 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,693,330 | 19,601 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,563,658 | 17,585 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $1,146,709 | 14,236 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,065,976 | 11,797 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $986,730 | 10,524 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $888,764 | 9,985 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $813,807 | 10,047 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $771,345 | 9,637 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $741,515 | 9,114 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||