Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$287,460
-$29,108 QoQ
Shares Held
2,543
-11.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#610
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 7%
None 93%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Ameritas Investment Partners, Inc. holds $44,862,595 across 31 Utilities - Regulated Electric names. AEE ranks #22 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
90,417 | $7,935,899 | |
| 2 | XEL |
Xcel Energy Inc
|
56,801 | $4,561,119 | |
| 3 | SO |
Southern Co
|
40,440 | $3,870,511 | |
| 4 | AEP |
American Electric Power Co Inc
|
24,381 | $3,335,564 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
20,043 | $2,340,420 | |
| 6 | EXC |
Exelon Corp
|
45,899 | $2,139,811 | |
| 7 | OGE |
Oge Energy Corp.
|
37,981 | $1,848,155 | |
| 8 | DTE |
Dte Energy Co
|
11,928 | $1,817,468 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $287,460 | 2,543 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $316,568 | 2,880 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $287,296 | 2,877 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $299,987 | 2,874 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $285,910 | 2,977 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $298,589 | 2,974 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $303,343 | 3,403 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $297,188 | 3,398 | Shares | Other | 2024-11-13 | |
| 2024-06-30 | $256,848 | 3,612 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $283,266 | 3,830 | Shares | Other | 2024-05-13 | |
| 2023-12-31 | $276,483 | 3,822 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $237,959 | 3,180 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $259,710 | 3,180 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $274,720 | 3,180 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $282,765 | 3,180 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $256,149 | 3,180 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $305,145 | 3,377 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $316,627 | 3,377 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $300,586 | 3,377 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $291,357 | 3,597 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $287,903 | 3,597 | Shares | Other | 2021-08-06 | |
| 2021-03-31 | $292,651 | 3,597 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $280,781 | 3,597 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $307,858 | 3,893 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $273,911 | 3,893 | Shares | Other | 2020-08-05 | |
| 2020-03-31 | $298,967 | 4,105 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||