Envestnet Portfolio Solutions, Inc.

Position in AEE — Ameren Corp

CIK 1998033 BERWYN, PA

Position in AEE

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$246,314

+$40,984 QoQ

Shares Held

2,179

+16.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#641

of 945 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Utilities · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $112,914,770 across 24 Utilities - Regulated Electric names. AEE ranks #23 (0.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DUK	Duke Energy CORP	202,714	$25,659,538
2	FE	Firstenergy Corp	358,788	$17,056,781
3	EVRG	Evergy, Inc.	182,423	$15,766,819
4	EXC	Exelon Corp	308,405	$14,377,841
5	NEE	Nextera Energy Inc	129,364	$11,354,278
6	SO	Southern Co	60,081	$5,750,352
7	WEC	Wec Energy Group, Inc.	36,702	$4,285,692
8	AEP	American Electric Power Co Inc	20,742	$2,837,713

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$246,314	2,179	+16.6%	Shares	Sole	2026-07-20
2026-03-31	$205,330	1,868	-42.0%	Shares	Sole	2026-04-29
2025-12-31	$321,349	3,218	+12.0%	Shares	Sole	2026-02-06
2025-09-30	$299,779	2,872	-95.6%	Shares	Sole	2025-10-30
2025-06-30	$6,231,843	64,888	+37.8%	Shares	Sole	2025-07-25
2025-03-31	$4,728,840	47,100	+7.9%	Shares	Sole	2025-04-21
2024-12-31	$3,892,387	43,666	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$3,804,859	43,504	-3.7%	Shares	Sole	2024-10-31
2024-06-30	$3,213,318	45,188	+1.2%	Shares	Sole	2024-07-16
2024-03-31	$3,301,648	44,641	+16.9%	Shares	Sole	2024-05-06
2023-12-31	$2,763,098	38,196	+3.5%	Shares	Sole	2024-02-07
2023-09-30	$2,761,002	36,897	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.