Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$594,590
New position
Shares Held
5,260
first reported quarter
Ownership
0.002%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#498
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, 2026KMT WEALTH MANAGEMENT, LLC holds $893,871 across 2 Utilities - Regulated Electric names. AEE ranks #1 (66.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEE |
Ameren Corp
This page
|
5,260 | $594,590 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
2,563 | $299,281 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $594,590 | 5,260 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||