Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$204,037
New position
Shares Held
1,805
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#693
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Kellett Wealth Advisors, LLC holds $1,397,812 across 2 Utilities - Regulated Electric names. AEE ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
9,431 | $1,193,775 | |
| 2 | AEE |
Ameren Corp
This page
|
1,805 | $204,037 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,037 | 1,805 | Shares | Sole | 2026-07-23 | |
| No filing history on record for this holder in this stock. | ||||||