Pine Valley Investments Ltd Liability Co

Position in AEE — Ameren Corp

CIK 1975417 MARLTON, NJ

Position in AEE

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$455,551

+$20,378 QoQ

Shares Held

4,030

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#537

of 943 holders

Holding Since

Sep 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

Pine Valley Investments Ltd Liability Co holds $11,266,105 across 11 Utilities - Regulated Electric names. AEE ranks #6 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NEE	Nextera Energy Inc	57,346	$5,033,258
2	DUK	Duke Energy CORP	18,664	$2,362,489
3	SO	Southern Co	10,537	$1,008,496
4	PEG	Public Service Enterprise Group Inc	7,260	$589,221
5	EXC	Exelon Corp	10,539	$491,328
6	AEE	Ameren Corp This page	4,030	$455,551
7	D	Dominion Energy, Inc	5,757	$393,145
8	WEC	Wec Energy Group, Inc.	2,291	$267,520

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$455,551	4,030	+1.8%	Shares	Sole	2026-07-24
2026-03-31	$435,173	3,959	+8.0%	Shares	Sole	2026-06-08
2025-12-31	$366,086	3,666	+0.5%	Shares	Sole	2026-02-13
2025-09-30	$380,569	3,646	+0.6%	Shares	Sole	2026-02-17
2025-06-30	$348,241	3,626	+0.9%	Shares	Sole	2026-02-17
2025-03-31	$360,737	3,593	-4.9%	Shares	Sole	2026-02-17
2024-12-31	$336,681	3,777	+6.3%	Shares	Sole	2025-02-04
2024-09-30	$310,657	3,552	+0.6%	Shares	Sole	2024-11-25
2024-06-30	$251,018	3,530	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$262,779	3,553	-1.9%	Shares	Sole	2024-05-08
2023-09-30	$271,109	3,623	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.