Position in AEE
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$270,617
+$7,469 QoQ
Shares Held
2,394
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#619
of 943 holders
Holding Since
Sep 2025
4 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, 2026Plan Group Financial, LLC holds $17,910,569 across 8 Utilities - Regulated Electric names. AEE ranks #8 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
37,485 | $3,587,689 | |
| 2 | AEP |
American Electric Power Co Inc
|
26,185 | $3,582,369 | |
| 3 | D |
Dominion Energy, Inc
|
46,094 | $3,147,759 | |
| 4 | DUK |
Duke Energy CORP
|
24,369 | $3,084,628 | |
| 5 | PPL |
PPL Corp
|
81,333 | $2,956,454 | |
| 6 | OGE |
Oge Energy Corp.
|
15,000 | $729,900 | |
| 7 | EIX |
Edison International
|
7,403 | $551,153 | |
| 8 | AEE |
Ameren Corp
This page
|
2,394 | $270,617 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,617 | 2,394 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $263,148 | 2,394 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $239,064 | 2,394 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $249,885 | 2,394 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||