Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$67,824
+$1,872 QoQ
Shares Held
600
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#759
of 945 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026TOMPKINS FINANCIAL CORP holds $22,003,541 across 18 Utilities - Regulated Electric names. AEE ranks #11 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
80,865 | $10,235,891 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
117,098 | $9,503,673 | |
| 3 | NEE |
Nextera Energy Inc
|
5,363 | $470,710 | |
| 4 | ES |
Eversource Energy
|
3,875 | $280,046 | |
| 5 | ETR |
Entergy Corp /De/
|
2,400 | $275,664 | |
| 6 | D |
Dominion Energy, Inc
|
3,970 | $271,111 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
2,064 | $241,013 | |
| 8 | AEP |
American Electric Power Co Inc
|
1,261 | $172,517 |
All Filings in AEE
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $67,824 | 600 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $65,952 | 600 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $59,916 | 600 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $62,628 | 600 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $57,624 | 600 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $60,240 | 600 | Shares | Defined | 2025-04-07 | |
| No filing history on record for this holder in this stock. | ||||||