Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$6,651,838
+$1,044,160 QoQ
Shares Held
58,845
+15.3% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#193
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, 2026DEAN INVESTMENT ASSOCIATES, LLC holds $53,284,151 across 9 Utilities - Regulated Electric names. AEE ranks #3 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
121,466 | $9,753,719 | |
| 2 | WEC |
Wec Energy Group, Inc.
|
74,186 | $8,662,699 | |
| 3 | AEE |
Ameren Corp
This page
|
58,845 | $6,651,838 | |
| 4 | POR |
Portland General Electric Co /Or/
|
128,069 | $6,637,816 | |
| 5 | OGE |
Oge Energy Corp.
|
110,557 | $5,379,703 | |
| 6 | CNP |
Centerpoint Energy Inc
|
107,763 | $4,745,882 | |
| 7 | LNT |
Alliant Energy Corp
|
58,829 | $4,488,064 | |
| 8 | AEP |
American Electric Power Co Inc
|
27,721 | $3,792,510 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,651,838 | 58,845 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $5,607,678 | 51,016 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,010,076 | 50,171 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,102,825 | 48,887 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $4,404,970 | 45,866 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $4,382,660 | 43,652 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $3,751,902 | 42,090 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,521,401 | 40,263 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $2,950,851 | 41,497 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,820,229 | 24,611 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,765,385 | 24,404 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,724,607 | 23,047 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,454,951 | 17,815 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $1,581,541 | 18,307 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $1,581,175 | 17,782 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,441,442 | 17,895 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $1,645,455 | 18,210 | Shares | Defined | 2022-08-18 | |
| 2022-03-31 | $1,716,558 | 18,308 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $1,654,695 | 18,590 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $1,603,152 | 19,792 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $1,588,153 | 19,842 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,629,234 | 20,025 | Shares | Defined | 2021-05-04 | |
| 2020-12-31 | $1,227,961 | 15,731 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,161,368 | 14,686 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $1,017,827 | 14,466 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,048,679 | 14,399 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||