Position in AEE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$33,007
+$1,021 QoQ
Shares Held
292
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#787
of 945 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $1,872,491 across 11 Utilities - Regulated Electric names. AEE ranks #7 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
10,683 | $1,352,254 | |
| 2 | FE |
Firstenergy Corp
|
3,239 | $155,666 | |
| 3 | NEE |
Nextera Energy Inc
|
1,100 | $97,526 | |
| 4 | PEG |
Public Service Enterprise Group Inc
|
1,090 | $88,464 | |
| 5 | SO |
Southern Co
|
903 | $86,426 | |
| 6 | EVRG |
Evergy, Inc.
|
399 | $34,716 | |
| 7 | AEE |
Ameren Corp
This page
|
292 | $33,007 | |
| 8 | AEP |
American Electric Power Co Inc
|
102 | $13,954 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,007 | 292 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $31,986 | 291 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $28,959 | 290 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $30,165 | 289 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $27,659 | 288 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $28,714 | 286 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $25,404 | 285 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||