Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$589,729
+$16,277 QoQ
Shares Held
5,217
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#497
of 940 holders
Holding Since
Mar 2020
22 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, 2026COZAD ASSET MANAGEMENT INC holds $5,639,735 across 7 Utilities - Regulated Electric names. AEE ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LNT |
Alliant Energy Corp
|
29,517 | $2,251,851 | |
| 2 | NEE |
Nextera Energy Inc
|
16,521 | $1,450,048 | |
| 3 | AEE |
Ameren Corp
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|
5,217 | $589,729 | |
| 4 | SO |
Southern Co
|
5,318 | $508,985 | |
| 5 | AEP |
American Electric Power Co Inc
|
2,674 | $365,829 | |
| 6 | NGG |
National Grid PLC
|
2,911 | $241,234 | |
| 7 | DTE |
Dte Energy Co
|
1,523 | $232,059 |
All Filings in AEE
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $589,729 | 5,217 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $573,452 | 5,217 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $500,997 | 5,017 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $523,674 | 5,017 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $486,634 | 5,067 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $512,742 | 5,107 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $438,301 | 4,917 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $430,040 | 4,917 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $349,647 | 4,917 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $223,876 | 3,027 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $218,973 | 3,027 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $226,510 | 3,027 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $247,215 | 3,027 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $276,102 | 3,196 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $284,188 | 3,196 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $257,437 | 3,196 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $288,790 | 3,196 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $299,656 | 3,196 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $175,082 | 1,967 | Shares | Sole | 2022-02-01 | |
| 2021-09-30 | $159,327 | 1,967 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $157,438 | 1,967 | Shares | Sole | 2021-07-29 | |
| 2020-03-31 | $438,290 | 6,018 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||