Cape Investment Advisory, Inc.

Position in AEE — Ameren Corp

CIK 1944437 MCDONOUGH, GA

Position in AEE

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$39,337

+$5,185 QoQ

Shares Held

348

+1.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#782

of 945 holders

Holding Since

Mar 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $6,370,298 across 23 Utilities - Regulated Electric names. AEE ranks #16 (0.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SO	Southern Co	25,514	$2,441,943
2	DUK	Duke Energy CORP	8,559	$1,083,397
3	NGG	National Grid PLC	8,296	$687,489
4	NEE	Nextera Energy Inc	4,691	$411,728
5	AEP	American Electric Power Co Inc	1,868	$255,560
6	WEC	Wec Energy Group, Inc.	1,914	$223,496
7	ETR	Entergy Corp /De/	1,687	$193,768
8	EIX	Edison International	2,430	$180,912

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$39,337	348	+1.8%	Shares	Sole	2026-07-23
2025-12-31	$34,152	342	+16.3%	Shares	Sole	2026-02-17
2025-06-30	$28,235	294	+0.3%	Shares	Sole	2025-08-19
2025-03-31	$29,417	293	+0.7%	Shares	Sole	2025-05-16
2024-12-31	$25,939	291	+1.4%	Shares	Sole	2025-02-05
2024-09-30	$25,101	287	+0.7%	Shares	Sole	2024-11-14
2024-06-30	$20,266	285	+1.8%	Shares	Sole	2024-08-15
2024-03-31	$20,708	280	-41.4%	Shares	Defined	2024-06-21
2023-12-31	$34,578	478	+73.8%	Shares	Sole	2024-02-12
2023-09-30	$20,578	275	+0.7%	Shares	Defined	2023-11-07
2023-06-30	$22,295	273	-47.3%	Shares	Sole	2023-10-12
2023-03-31	$44,750	518	—	Shares	Sole	2023-10-12
No filing history on record for this holder in this stock.