Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,888,785
+$87,526 QoQ
Shares Held
16,709
+2.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#314
of 943 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SMITH, MOORE & CO. holds $11,148,048 across 12 Utilities - Regulated Electric names. AEE ranks #2 (16.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
16,371 | $2,072,241 | |
| 2 | AEE |
Ameren Corp
This page
|
16,709 | $1,888,785 | |
| 3 | SO |
Southern Co
|
17,667 | $1,690,908 | |
| 4 | AEP |
American Electric Power Co Inc
|
7,687 | $1,051,658 | |
| 5 | NEE |
Nextera Energy Inc
|
10,367 | $909,911 | |
| 6 | ETR |
Entergy Corp /De/
|
7,083 | $813,553 | |
| 7 | EVRG |
Evergy, Inc.
|
8,774 | $758,336 | |
| 8 | D |
Dominion Energy, Inc
|
9,875 | $674,363 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,888,785 | 16,709 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,801,259 | 16,387 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $1,688,432 | 16,908 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $1,739,910 | 16,669 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,688,671 | 17,583 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,614,231 | 16,078 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,310,714 | 14,704 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,285,487 | 14,698 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $793,374 | 11,157 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $891,291 | 12,051 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $985,270 | 13,620 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,049,864 | 14,030 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,118,307 | 13,693 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,234,685 | 14,292 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,071,308 | 12,048 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $927,936 | 11,520 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,089,741 | 12,060 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,254,227 | 13,377 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $997,446 | 11,206 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $854,550 | 10,550 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $851,785 | 10,642 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $873,318 | 10,734 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $758,665 | 9,719 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $794,042 | 10,041 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $705,992 | 10,034 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $726,843 | 9,980 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||