Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$198,385
+$5,806 QoQ
Shares Held
1,755
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#702
of 940 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 84%
Shared 0%
None 16%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $188,467,826 across 30 Utilities - Regulated Electric names. AEE ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,165,321 | $102,280,224 | |
| 2 | DUK |
Duke Energy CORP
|
580,535 | $73,484,120 | |
| 3 | WEC |
Wec Energy Group, Inc.
|
76,919 | $8,981,831 | |
| 4 | AEP |
American Electric Power Co Inc
|
8,088 | $1,106,519 | |
| 5 | SO |
Southern Co
|
9,624 | $921,113 | |
| 6 | ETR |
Entergy Corp /De/
|
6,582 | $756,008 | |
| 7 | AEE |
Ameren Corp
This page
|
1,755 | $198,385 | |
| 8 | D |
Dominion Energy, Inc
|
2,733 | $186,636 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,385 | 1,755 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $192,579 | 1,752 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $132,114 | 1,323 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $138,094 | 1,323 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $127,060 | 1,323 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $133,030 | 1,325 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $171,951 | 1,929 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $107,488 | 1,229 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $87,394 | 1,229 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $90,896 | 1,229 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $88,905 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $91,966 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $100,372 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $106,173 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $109,282 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $98,995 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $111,052 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $115,231 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $99,549 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $98,369 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $99,991 | 1,229 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $97,028 | 1,243 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $97,189 | 1,229 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $86,472 | 1,229 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $89,508 | 1,229 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||