Position in AEE
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$136,439
+$1,568 QoQ
Shares Held
1,207
-1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#719
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, 2026MassMutual Private Wealth & Trust, FSB holds $54,694,939 across 29 Utilities - Regulated Electric names. AEE ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
296,830 | $26,052,769 | |
| 2 | ETR |
Entergy Corp /De/
|
70,019 | $8,042,382 | |
| 3 | AEP |
American Electric Power Co Inc
|
56,302 | $7,702,676 | |
| 4 | SO |
Southern Co
|
69,971 | $6,696,924 | |
| 5 | DUK |
Duke Energy CORP
|
23,627 | $2,990,705 | |
| 6 | DTE |
Dte Energy Co
|
3,186 | $485,450 | |
| 7 | EVRG |
Evergy, Inc.
|
3,398 | $293,689 | |
| 8 | D |
Dominion Energy, Inc
|
4,037 | $275,686 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,439 | 1,207 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $134,871 | 1,227 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $120,630 | 1,208 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $125,256 | 1,200 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $102,282 | 1,065 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $108,833 | 1,084 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $194,681 | 2,184 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $195,648 | 2,237 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $143,002 | 2,011 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $150,730 | 2,038 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $87,314 | 1,207 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $101,319 | 1,354 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $163,585 | 2,003 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $157,488 | 1,823 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $71,847 | 808 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $38,744 | 481 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $41,565 | 460 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $41,348 | 441 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $38,274 | 430 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $34,830 | 430 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $34,417 | 430 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $34,984 | 430 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $33,565 | 430 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $34,004 | 430 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $163,938 | 2,330 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,599 | 530 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||