Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$270,165
+$7,457 QoQ
Shares Held
2,390
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#621
of 945 holders
Holding Since
Sep 2025
4 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, 2026BRADLEY FOSTER & SARGENT INC/CT holds $18,320,260 across 13 Utilities - Regulated Electric names. AEE ranks #11 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,248 | $9,149,846 | |
| 2 | DUK |
Duke Energy CORP
|
15,721 | $1,989,964 | |
| 3 | D |
Dominion Energy, Inc
|
25,421 | $1,736,000 | |
| 4 | ES |
Eversource Energy
|
13,955 | $1,008,527 | |
| 5 | SO |
Southern Co
|
10,495 | $1,004,476 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
6,308 | $736,585 | |
| 7 | XEL |
Xcel Energy Inc
|
7,985 | $641,195 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
7,887 | $640,108 |
All Filings in AEE
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $270,165 | 2,390 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $262,708 | 2,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $239,664 | 2,400 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $249,468 | 2,390 | Shares | Sole | 2025-11-10 | |
| No filing history on record for this holder in this stock. | ||||||