Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,351,118
-$1,164,342 QoQ
Shares Held
20,799
-35.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#284
of 945 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 93%
Shared 0%
None 7%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026INTECH INVESTMENT MANAGEMENT LLC holds $186,445,312 across 29 Utilities - Regulated Electric names. AEE ranks #18 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,038,468 | $34,287,031 | |
| 2 | DUK |
Duke Energy CORP
|
175,584 | $22,225,422 | |
| 3 | SO |
Southern Co
|
197,585 | $18,910,859 | |
| 4 | AEP |
American Electric Power Co Inc
|
128,976 | $17,645,206 | |
| 5 | EXC |
Exelon Corp
|
374,326 | $17,451,077 | |
| 6 | ED |
Consolidated Edison Inc
|
105,916 | $11,717,486 | |
| 7 | EIX |
Edison International
|
123,617 | $9,203,284 | |
| 8 | NEE |
Nextera Energy Inc
|
80,559 | $7,070,662 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,351,118 | 20,799 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,515,460 | 31,982 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,228,375 | 22,315 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,475,410 | 14,135 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $1,362,518 | 14,187 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $2,269,541 | 22,605 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $1,246,800 | 13,987 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $2,741,170 | 31,342 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $2,803,226 | 39,421 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $2,848,717 | 38,517 | Shares | Sole | 2024-08-02 | |
| 2023-12-31 | $1,697,964 | 23,472 | Shares | Sole | 2024-10-18 | |
| 2023-09-30 | $1,322,246 | 17,670 | Shares | Sole | 2024-10-18 | |
| 2023-06-30 | $1,740,551 | 21,312 | Shares | Sole | 2024-10-18 | |
| 2023-03-31 | $9,128,226 | 105,663 | Shares | Sole | 2024-10-18 | |
| 2022-12-31 | $9,924,360 | 111,610 | Shares | Sole | 2024-10-18 | |
| 2022-09-30 | $11,704,639 | 145,309 | Shares | Sole | 2024-10-18 | |
| 2022-06-30 | $14,197,543 | 157,122 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||