Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$642,971
+$44,677 QoQ
Shares Held
5,688
+4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#483
of 943 holders
Holding Since
Sep 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIT INVESTMENT ASSOCIATES INC holds $36,318,190 across 11 Utilities - Regulated Electric names. AEE ranks #6 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
132,224 | $11,605,300 | |
| 2 | PPL |
PPL Corp
|
267,665 | $9,729,622 | |
| 3 | EVRG |
Evergy, Inc.
|
87,125 | $7,530,213 | |
| 4 | IDA |
Idacorp Inc
|
24,050 | $3,638,765 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
21,980 | $2,566,604 | |
| 6 | AEE |
Ameren Corp
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|
5,688 | $642,971 | |
| 7 | DTE |
Dte Energy Co
|
1,970 | $300,168 | |
| 8 | MGEE |
Mge Energy Inc
|
1,730 | $141,064 |
All Filings in AEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $642,971 | 5,688 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $598,294 | 5,443 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $26,762 | 268 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $27,973 | 268 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $25,738 | 268 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $26,907 | 268 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $23,889 | 268 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $23,439 | 268 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $19,057 | 268 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,821 | 268 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $236,407 | 3,268 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $277,095 | 3,703 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $302,424 | 3,703 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $347,978 | 4,028 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $281,253 | 3,163 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $197,589 | 2,453 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $248,761 | 2,753 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $258,590 | 2,758 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $245,489 | 2,758 | Shares | Sole | 2022-02-11 | |
| 2021-06-30 | $194,737 | 2,433 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $197,948 | 2,433 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $255,880 | 3,278 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $8,213,565 | 103,864 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||