Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$27,594,080
+$1,008,280 QoQ
Shares Held
244,109
+0.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#99
of 945 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $1,551,887,230 across 26 Utilities - Regulated Electric names. AEE ranks #10 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
11,165,403 | $979,987,417 | |
| 2 | ES |
Eversource Energy
|
1,186,578 | $85,753,991 | |
| 3 | DUK |
Duke Energy CORP
|
571,238 | $72,307,305 | |
| 4 | ED |
Consolidated Edison Inc
|
610,473 | $67,536,627 | |
| 5 | SO |
Southern Co
|
542,307 | $51,904,202 | |
| 6 | IDA |
Idacorp Inc
|
331,301 | $50,125,841 | |
| 7 | EXC |
Exelon Corp
|
929,291 | $43,323,545 | |
| 8 | LNT |
Alliant Energy Corp
|
414,526 | $31,624,186 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,594,080 | 244,109 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $26,585,800 | 241,865 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $28,559,259 | 285,993 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $30,897,000 | 296,005 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $30,287,846 | 315,367 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $31,745,274 | 316,188 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $780,598 | 8,757 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,091,675 | 12,482 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,107,253 | 15,571 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,203,550 | 16,273 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,198,745 | 16,571 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,079,524 | 27,790 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,073,519 | 25,389 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $2,389,805 | 27,663 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,577,256 | 28,984 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,989,503 | 24,699 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,523,483 | 27,927 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,981,710 | 21,136 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,081,470 | 12,150 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,227,474 | 15,154 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,721,499 | 21,508 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,384,096 | 17,012 | Shares | Sole | 2021-05-28 | |
| 2020-12-31 | $706,677 | 9,053 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $732,755 | 9,266 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $651,955 | 9,266 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $8,948,986 | 122,875 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||