Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,351,054
+$47,953 QoQ
Shares Held
11,952
+0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#361
of 945 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026MAI Capital Management holds $87,656,003 across 28 Utilities - Regulated Electric names. AEE ranks #13 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
242,161 | $23,177,228 | |
| 2 | NEE |
Nextera Energy Inc
|
234,271 | $20,561,965 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,868 | $9,011,400 | |
| 4 | DUK |
Duke Energy CORP
|
47,112 | $5,963,436 | |
| 5 | PEG |
Public Service Enterprise Group Inc
|
38,528 | $3,126,931 | |
| 6 | D |
Dominion Energy, Inc
|
45,400 | $3,100,365 | |
| 7 | PCG |
PG&E Corp
|
175,129 | $2,945,669 | |
| 8 | ED |
Consolidated Edison Inc
|
21,120 | $2,336,505 |
All Filings in AEE
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,351,054 | 11,952 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,303,101 | 11,855 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,105,450 | 11,070 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,083,464 | 10,380 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,166,597 | 12,147 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $850,388 | 8,470 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $773,289 | 8,675 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $531,144 | 6,073 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $430,926 | 6,060 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $428,672 | 5,796 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $428,180 | 5,919 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $448,007 | 5,987 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $493,531 | 6,043 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $600,928 | 6,956 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $586,872 | 6,600 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $476,050 | 5,910 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $594,478 | 6,579 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $616,847 | 6,579 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $587,911 | 6,605 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $389,772 | 4,812 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $384,592 | 4,805 | Shares | Sole | 2021-07-19 | |
| 2021-03-31 | $392,968 | 4,830 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $378,434 | 4,848 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||