Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$37,008,391
+$1,442,567 QoQ
Shares Held
327,392
+1.2% QoQ
Ownership
0.118%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#86
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, 2026PRINCIPAL FINANCIAL GROUP INC holds $1,928,317,713 across 32 Utilities - Regulated Electric names. AEE ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,324,709 | $379,579,707 | |
| 2 | XEL |
Xcel Energy Inc
|
1,863,034 | $149,601,628 | |
| 3 | SO |
Southern Co
|
1,462,913 | $140,015,402 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
1,122,849 | $131,115,075 | |
| 5 | DUK |
Duke Energy CORP
|
1,022,750 | $129,459,693 | |
| 6 | AEP |
American Electric Power Co Inc
|
660,006 | $90,295,419 | |
| 7 | D |
Dominion Energy, Inc
|
1,054,487 | $72,010,916 | |
| 8 | ETR |
Entergy Corp /De/
|
619,899 | $71,201,598 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $37,008,391 | 327,392 | Shares | Defined | 2026-08-04 | |
| 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 | |
| 2021-03-31 | $25,963,439 | 319,118 | Shares | Defined | 2021-05-10 | |
| 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. | ||||||