Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,524,764
+$2,514,988 QoQ
Shares Held
40,028
+118.9% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#227
of 945 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Concurrent Investment Advisors, LLC holds $99,066,930 across 25 Utilities - Regulated Electric names. AEE ranks #7 (4.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
308,514 | $27,078,273 | |
| 2 | DUK |
Duke Energy CORP
|
113,610 | $14,380,753 | |
| 3 | SO |
Southern Co
|
115,357 | $11,040,817 | |
| 4 | ES |
Eversource Energy
|
108,262 | $7,824,093 | |
| 5 | AEP |
American Electric Power Co Inc
|
52,617 | $7,198,531 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
43,087 | $5,031,268 | |
| 7 | AEE |
Ameren Corp
This page
|
40,028 | $4,524,764 | |
| 8 | D |
Dominion Energy, Inc
|
36,717 | $2,507,403 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,524,764 | 40,028 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,009,776 | 18,284 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $1,326,540 | 13,284 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||