Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$52,475,541
+$1,958,948 QoQ
Shares Held
464,221
+1.0% QoQ
Ownership
0.168%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#72
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026RHUMBLINE ADVISERS holds $2,107,473,063 across 39 Utilities - Regulated Electric names. AEE ranks #17 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
3,600,603 | $316,024,925 | |
| 2 | SO |
Southern Co
|
1,967,290 | $188,289,325 | |
| 3 | DUK |
Duke Energy CORP
|
1,282,896 | $162,388,975 | |
| 4 | AEP |
American Electric Power Co Inc
|
869,280 | $118,926,196 | |
| 5 | D |
Dominion Energy, Inc
|
1,514,179 | $103,403,283 | |
| 6 | ETR |
Entergy Corp /De/
|
805,926 | $92,568,660 | |
| 7 | EXC |
Exelon Corp
|
1,980,007 | $92,307,926 | |
| 8 | ED |
Consolidated Edison Inc
|
782,005 | $86,513,213 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,475,541 | 464,221 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $50,516,593 | 459,576 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $46,403,444 | 464,685 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $49,253,581 | 471,868 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $44,901,773 | 467,532 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $46,316,829 | 461,323 | Shares | Sole | 2025-05-29 | |
| 2024-12-31 | $38,137,122 | 427,834 | Shares | Sole | 2025-05-29 | |
| 2024-09-30 | $37,617,770 | 430,114 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $32,865,548 | 462,179 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $34,188,305 | 462,254 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $31,394,908 | 433,991 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $32,826,723 | 438,684 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $36,033,539 | 441,209 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $38,202,694 | 442,212 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $39,104,704 | 439,774 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $34,253,565 | 425,246 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $36,821,700 | 407,500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $33,900,146 | 361,563 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $31,300,544 | 351,652 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $27,797,499 | 343,179 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $29,786,886 | 372,150 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $32,562,875 | 400,232 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $33,829,642 | 433,380 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $38,232,965 | 483,472 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $34,777,611 | 494,281 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $38,746,215 | 532,009 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||