Position in AEE
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$22,192,957
+$7,180,105 QoQ
Shares Held
201,901
+34.3% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026MARTINGALE ASSET MANAGEMENT L P holds $223,719,213 across 20 Utilities - Regulated Electric names. AEE ranks #4 (9.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ED |
Consolidated Edison Inc
|
226,665 | $25,653,944 | |
| 2 | EXC |
Exelon Corp
|
512,500 | $25,122,750 | |
| 3 | DTE |
Dte Energy Co
|
166,160 | $24,295,915 | |
| 4 | AEE |
Ameren Corp
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|
201,901 | $22,192,957 | |
| 5 | ETR |
Entergy Corp /De/
|
186,830 | $20,992,218 | |
| 6 | AEP |
American Electric Power Co Inc
|
158,645 | $20,795,186 | |
| 7 | OGE |
Oge Energy Corp.
|
352,142 | $16,888,730 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
202,180 | $16,366,471 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $22,192,957 | 201,901 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $15,012,852 | 150,339 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $15,496,672 | 148,464 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,163,365 | 32,938 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $2,887,303 | 28,758 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $662,845 | 7,436 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $624,114 | 7,136 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $592,772 | 8,336 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $616,530 | 8,336 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,148,706 | 167,939 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $13,463,338 | 179,919 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $14,831,190 | 181,599 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $16,853,479 | 195,086 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $17,541,781 | 197,276 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $17,479,912 | 217,007 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $19,685,558 | 217,857 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $21,410,283 | 228,352 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $22,442,268 | 252,132 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $25,145,964 | 310,444 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $35,573,697 | 444,449 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $40,502,065 | 497,813 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $39,955,868 | 511,861 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $34,601,137 | 437,546 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $29,776,070 | 423,196 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $31,542,380 | 433,096 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||