Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$610,416
+$17,728 QoQ
Shares Held
5,400
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#491
of 945 holders
Holding Since
Jun 2025
5 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, 2026TWIN CAPITAL MANAGEMENT INC holds $18,414,896 across 12 Utilities - Regulated Electric names. AEE ranks #11 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
41,432 | $3,636,486 | |
| 2 | DUK |
Duke Energy CORP
|
28,252 | $3,576,138 | |
| 3 | AEP |
American Electric Power Co Inc
|
16,522 | $2,260,374 | |
| 4 | PNW |
Pinnacle West Capital Corp
|
15,079 | $1,613,453 | |
| 5 | EVRG |
Evergy, Inc.
|
16,804 | $1,452,369 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
10,050 | $1,173,538 | |
| 7 | SO |
Southern Co
|
12,213 | $1,168,906 | |
| 8 | PCG |
PG&E Corp
|
57,822 | $972,566 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $610,416 | 5,400 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $592,688 | 5,392 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $551,726 | 5,525 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $572,419 | 5,484 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $543,298 | 5,657 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||