Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$690,335
+$364,203 QoQ
Shares Held
6,107
+105.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#473
of 945 holders
Holding Since
Sep 2023
12 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, 2026Schrum Private Wealth Management LLC holds $1,376,871 across 2 Utilities - Regulated Electric names. AEE ranks #1 (50.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
6,107 | $690,335 | |
| 2 | NEE |
Nextera Energy Inc
|
7,822 | $686,536 |
All Filings in AEE
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $690,335 | 6,107 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $326,132 | 2,967 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $318,653 | 3,191 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $390,172 | 3,738 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $404,520 | 4,212 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $464,048 | 4,622 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $448,819 | 5,035 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $1,010,862 | 11,558 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $434,268 | 6,107 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $451,673 | 6,107 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $456,827 | 6,315 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $472,551 | 6,315 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||