Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$988,195
+$34,420 QoQ
Shares Held
8,742
+0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#409
of 940 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026UMB Bank, n.a. holds $82,452,639 across 31 Utilities - Regulated Electric names. AEE ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
471,252 | $41,361,787 | |
| 2 | DUK |
Duke Energy CORP
|
175,888 | $22,263,902 | |
| 3 | SO |
Southern Co
|
38,937 | $3,726,659 | |
| 4 | AEP |
American Electric Power Co Inc
|
22,910 | $3,134,316 | |
| 5 | EVRG |
Evergy, Inc.
|
19,427 | $1,679,075 | |
| 6 | LNT |
Alliant Energy Corp
|
14,555 | $1,110,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
13,016 | $1,056,377 | |
| 8 | AEE |
Ameren Corp
This page
|
8,742 | $988,195 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $988,195 | 8,742 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $953,775 | 8,677 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $863,189 | 8,644 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $719,282 | 6,891 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $655,665 | 6,827 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $683,623 | 6,809 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $614,352 | 6,892 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $598,663 | 6,845 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $584,523 | 8,220 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $729,910 | 9,869 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $751,177 | 10,384 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $749,721 | 10,019 | Shares | Defined | 2023-10-18 | |
| 2023-06-30 | $859,330 | 10,522 | Shares | Defined | 2023-07-25 | |
| 2023-03-31 | $888,261 | 10,282 | Shares | Defined | 2023-04-11 | |
| 2022-12-31 | $963,180 | 10,832 | Shares | Defined | 2023-01-10 | |
| 2022-09-30 | $877,833 | 10,898 | Shares | Defined | 2022-10-13 | |
| 2022-06-30 | $1,008,146 | 11,157 | Shares | Defined | 2022-07-20 | |
| 2022-03-31 | $1,139,934 | 12,158 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $2,441,810 | 27,433 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $2,038,608 | 25,168 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,032,455 | 25,393 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $832,556 | 10,233 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $851,009 | 10,902 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,084,502 | 13,714 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $964,916 | 13,714 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $1,010,807 | 13,879 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||