Position in AEE
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$244,731
New position
Shares Held
2,165
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#646
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 202649 WEALTH MANAGEMENT, LLC holds $918,960 across 2 Utilities - Regulated Electric names. AEE ranks #2 (26.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
5,774 | $674,229 | |
| 2 | AEE |
Ameren Corp
This page
|
2,165 | $244,731 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $244,731 | 2,165 | Shares | Sole | 2026-08-18 | |
| No filing history on record for this holder in this stock. | ||||||