Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$705,256
+$16,498 QoQ
Shares Held
6,239
-0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.44%
of 13F equity value
Holder Rank
#471
of 945 holders
Holding Since
Jun 2024
9 quarters on record
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Wheelhouse Advisory Group LLC holds $965,494 across 2 Utilities - Regulated Electric names. AEE ranks #1 (73.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
6,239 | $705,256 | |
| 2 | NEE |
Nextera Energy Inc
|
2,965 | $260,238 |
All Filings in AEE
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $705,256 | 6,239 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $688,758 | 6,266 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $623,925 | 6,248 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $631,812 | 6,053 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $564,427 | 5,877 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $669,166 | 6,665 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $668,995 | 7,505 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $655,600 | 7,496 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $635,510 | 8,937 | Shares | Sole | 2024-07-18 | |
| No filing history on record for this holder in this stock. | ||||||