Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$955,188
+$46,920 QoQ
Shares Held
8,450
+2.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#416
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026VAUGHAN DAVID INVESTMENTS LLC/IL holds $434,288,808 across 15 Utilities - Regulated Electric names. AEE ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
694,109 | $79,725,359 | |
| 2 | AEP |
American Electric Power Co Inc
|
480,647 | $65,757,316 | |
| 3 | LNT |
Alliant Energy Corp
|
779,402 | $59,460,578 | |
| 4 | XEL |
Xcel Energy Inc
|
719,761 | $57,796,808 | |
| 5 | SO |
Southern Co
|
590,329 | $56,500,388 | |
| 6 | DTE |
Dte Energy Co
|
359,714 | $54,809,622 | |
| 7 | CNP |
Centerpoint Energy Inc
|
1,018,398 | $44,850,247 | |
| 8 | FE |
Firstenergy Corp
|
84,849 | $4,033,721 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $955,188 | 8,450 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $908,268 | 8,263 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $825,442 | 8,266 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $705,817 | 6,762 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $669,206 | 6,968 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $699,587 | 6,968 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $621,038 | 6,967 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $609,333 | 6,967 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $489,592 | 6,885 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $514,022 | 6,950 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $549,494 | 7,596 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $568,333 | 7,595 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $644,784 | 7,895 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $715,136 | 8,278 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $718,295 | 8,078 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $649,233 | 8,060 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $734,084 | 8,124 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $774,176 | 8,257 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $757,297 | 8,508 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $678,132 | 8,372 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $609,984 | 7,621 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $630,214 | 7,746 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $645,087 | 8,264 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,093 | 8,246 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $580,188 | 8,246 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $600,264 | 8,242 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||