ELEVATION WEALTH PARTNERS, LLC

Position in AEE — Ameren Corp

CIK 1976256 WALNUT CREEK, CA

Position in AEE

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$96,536

+$46,963 QoQ

Shares Held

854

+89.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#741

of 943 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Utilities · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $1,034,619 across 30 Utilities - Regulated Electric names. AEE ranks #4 (9.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	1,934	$244,805
2	NEE	Nextera Energy Inc	2,263	$198,623
3	ED	Consolidated Edison Inc	1,072	$118,595
4	AEE	Ameren Corp This page	854	$96,536
5	XEL	Xcel Energy Inc	572	$45,931
6	PEG	Public Service Enterprise Group Inc	344	$27,919
7	EXC	Exelon Corp	594	$27,692
8	PPL	PPL Corp	737	$26,789

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$96,536	854	+89.4%	Shares	Sole	2026-07-08
2026-03-31	$49,573	451	+5.6%	Shares	Sole	2026-04-14
2025-12-31	$42,640	427	+2.6%	Shares	Sole	2026-01-09
2025-09-30	$43,422	416	+0.7%	Shares	Sole	2025-10-14
2025-06-30	$39,664	413	0.0%	Shares	Sole	2025-07-08
2025-03-31	$41,465	413	0.0%	Shares	Sole	2025-04-09
2024-12-31	$36,814	413	0.0%	Shares	Sole	2025-01-29
2024-09-30	$36,120	413	-9.2%	Shares	Sole	2024-10-04
2024-06-30	$32,355	455	0.0%	Shares	Sole	2024-07-09
2024-03-31	$33,651	455	-24.9%	Shares	Sole	2024-04-19
2023-12-31	$43,838	606	0.0%	Shares	Sole	2024-01-17
2023-09-30	$45,346	606	0.0%	Shares	Sole	2023-10-10
2023-06-30	$49,492	606	0.0%	Shares	Sole	2023-07-06
2023-03-31	$52,352	606	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.