Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$699,378
+$14,247 QoQ
Shares Held
6,187
-0.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#472
of 945 holders
Holding Since
Dec 2020
14 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, 2026Heartland Bank & Trust Co holds $5,515,167 across 8 Utilities - Regulated Electric names. AEE ranks #5 (12.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
14,132 | $1,240,364 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
7,592 | $886,516 | |
| 3 | SO |
Southern Co
|
8,704 | $833,058 | |
| 4 | EVRG |
Evergy, Inc.
|
8,593 | $742,692 | |
| 5 | AEE |
Ameren Corp
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|
6,187 | $699,378 | |
| 6 | PPL |
PPL Corp
|
15,078 | $548,085 | |
| 7 | XEL |
Xcel Energy Inc
|
3,579 | $287,393 | |
| 8 | ED |
Consolidated Edison Inc
|
2,510 | $277,681 |
All Filings in AEE
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $699,378 | 6,187 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $685,131 | 6,233 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $601,956 | 6,028 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $616,363 | 5,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $497,199 | 5,177 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $451,498 | 4,497 | Shares | Sole | 2025-04-22 | |
| 2022-09-30 | $464,209 | 5,763 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $523,365 | 5,792 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $552,715 | 5,895 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $238,991 | 2,685 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $214,569 | 2,649 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $208,584 | 2,606 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $230,818 | 2,837 | Shares | Sole | 2021-06-21 | |
| 2020-12-31 | $355,251 | 4,551 | Shares | Sole | 2021-06-15 | |
| No filing history on record for this holder in this stock. | ||||||