Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$306,960,000
+$3,734,145 QoQ
Shares Held
2,715,499
-1.6% QoQ
Ownership
0.981%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#17
of 951 holders
Holding Since
Mar 2020
26 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, 2026BESSEMER GROUP INC holds $1,680,203,009 across 36 Utilities - Regulated Electric names. AEE ranks #2 (18.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
9,973,918 | $875,410,775 | |
| 2 | AEE |
Ameren Corp
This page
|
2,715,499 | $306,960,000 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,662,114 | $227,393,809 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,150,586 | $134,353,919 | |
| 5 | DUK |
Duke Energy CORP
|
912,054 | $115,447,789 | |
| 6 | SO |
Southern Co
|
26,372 | $2,524,059 | |
| 7 | CNP |
Centerpoint Energy Inc
|
43,545 | $1,916,445 | |
| 8 | NGG |
National Grid PLC
|
22,619 | $1,874,434 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $306,960,000 | 2,715,499 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $303,225,855 | 2,758,605 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $273,624,283 | 2,740,079 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $289,716,078 | 2,775,590 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $269,271,279 | 2,803,741 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $282,715,051 | 2,815,887 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $251,175,478 | 2,817,764 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $248,790,546 | 2,844,621 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $202,989,963 | 2,854,591 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $212,836,240 | 2,877,721 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $206,440,559 | 2,853,754 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $215,906,245 | 2,885,290 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $240,082,434 | 2,939,665 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $256,576,825 | 2,969,983 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $265,359,773 | 2,984,253 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $171,942,186 | 2,134,602 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $175,010,599 | 1,936,815 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $181,690,934 | 1,937,830 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $170,301,136 | 1,913,281 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $152,908,074 | 1,887,754 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $149,554,575 | 1,868,498 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $151,299,817 | 1,859,634 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $143,434,151 | 1,837,486 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $176,477,927 | 2,231,638 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $158,666,297 | 2,255,064 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $160,681,181 | 2,206,250 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||