Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$330,679,640
+$5,248,951 QoQ
Shares Held
2,925,333
-1.2% QoQ
Ownership
1.06%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#16
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WELLS FARGO & COMPANY/MN holds $7,345,200,381 across 40 Utilities - Regulated Electric names. AEE ranks #7 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
29,199,799 | $2,562,866,356 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
8,572,855 | $1,001,052,276 | |
| 3 | AEP |
American Electric Power Co Inc
|
3,996,112 | $546,708,079 | |
| 4 | DUK |
Duke Energy CORP
|
3,956,407 | $500,801,995 | |
| 5 | SO |
Southern Co
|
4,311,611 | $412,439,814 | |
| 6 | CMS |
Cms Energy Corp
|
5,245,081 | $401,248,695 | |
| 7 | AEE |
Ameren Corp
This page
|
2,925,333 | $330,679,640 | |
| 8 | D |
Dominion Energy, Inc
|
3,778,522 | $258,035,264 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $330,679,640 | 2,925,333 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $325,430,689 | 2,960,614 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $297,160,090 | 2,975,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $317,532,204 | 3,042,079 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $296,200,131 | 3,084,133 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $315,687,518 | 3,144,298 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $273,526,533 | 3,068,505 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $14,645,875 | 167,458 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $10,793,927 | 151,792 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $9,993,695 | 135,123 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $13,273,303 | 183,485 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $12,512,771 | 167,216 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $18,560,159 | 227,258 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $18,993,617 | 219,859 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,801,588 | 233,936 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $17,381,641 | 215,787 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $21,886,455 | 242,214 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $40,247,697 | 429,263 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $40,277,734 | 452,508 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $51,205,770 | 632,170 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,829,379 | 622,556 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $50,941,691 | 626,127 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $49,517,670 | 634,354 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $41,169,519 | 520,606 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $36,220,622 | 514,790 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $41,383,533 | 568,221 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||