Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$386,370
+$172,026 QoQ
Shares Held
3,418
+75.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#556
of 940 holders
Holding Since
Mar 2025
3 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $9,350,839 across 15 Utilities - Regulated Electric names. AEE ranks #7 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
31,478 | $2,762,824 | |
| 2 | DUK |
Duke Energy CORP
|
11,565 | $1,463,897 | |
| 3 | AEP |
American Electric Power Co Inc
|
5,867 | $802,664 | |
| 4 | EXC |
Exelon Corp
|
13,283 | $619,253 | |
| 5 | SO |
Southern Co
|
6,125 | $586,223 | |
| 6 | ED |
Consolidated Edison Inc
|
4,938 | $546,290 | |
| 7 | AEE |
Ameren Corp
This page
|
3,418 | $386,370 | |
| 8 | DTE |
Dte Energy Co
|
2,494 | $380,010 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,370 | 3,418 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $214,344 | 1,950 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $236,743 | 2,358 | Shares | Sole | 2026-05-19 | |
| No filing history on record for this holder in this stock. | ||||||