Position in AEE
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$35,565,824
+$3,126,803 QoQ
Shares Held
323,561
-0.4% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,990,710,642 across 32 Utilities - Regulated Electric names. AEE ranks #16 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,609,761 | $428,154,600 | |
| 2 | XEL |
Xcel Energy Inc
|
1,961,725 | $155,839,432 | |
| 3 | SO |
Southern Co
|
1,445,765 | $139,545,237 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,195,147 | $138,362,166 | |
| 5 | DUK |
Duke Energy CORP
|
1,028,960 | $134,732,021 | |
| 6 | AEP |
American Electric Power Co Inc
|
673,149 | $88,236,370 | |
| 7 | ETR |
Entergy Corp /De/
|
632,837 | $71,105,564 | |
| 8 | IDA |
Idacorp Inc
|
460,740 | $65,871,996 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $35,565,824 | 323,561 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $32,439,021 | 324,845 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $33,129,585 | 317,394 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $30,805,790 | 320,760 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $33,070,253 | 329,385 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $29,278,032 | 328,450 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $29,019,315 | 331,801 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $22,227,848 | 312,584 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $23,325,134 | 315,375 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $22,463,956 | 310,533 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $23,599,286 | 315,372 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $25,713,390 | 314,845 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $28,371,598 | 328,413 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $28,633,751 | 322,017 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $26,831,848 | 333,108 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $29,384,348 | 325,192 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $30,650,049 | 326,899 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $28,716,138 | 322,617 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $27,294,813 | 336,973 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $28,017,040 | 350,038 | Shares | Defined | 2021-08-10 | |
| 2020-12-31 | $26,013,963 | 333,256 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $28,423,487 | 359,427 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $26,769,375 | 380,463 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $26,386,163 | 362,298 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||