Position in AEE
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$122,082
+$2,160 QoQ
Shares Held
1,080
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#727
of 945 holders
Holding Since
Sep 2020
24 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, 2026EASTERN BANK holds $136,304,887 across 28 Utilities - Regulated Electric names. AEE ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
762,781 | $67,628,162 | |
| 2 | AEP |
American Electric Power Co Inc
|
424,212 | $58,036,443 | |
| 3 | SO |
Southern Co
|
51,165 | $4,897,001 | |
| 4 | ES |
Eversource Energy
|
15,945 | $1,176,262 | |
| 5 | DUK |
Duke Energy CORP
|
6,117 | $774,288 | |
| 6 | WEC |
Wec Energy Group, Inc.
|
5,197 | $606,853 | |
| 7 | D |
Dominion Energy, Inc
|
7,747 | $538,996 | |
| 8 | ED |
Consolidated Edison Inc
|
3,601 | $398,378 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $122,082 | 1,080 | Shares | Defined | 2026-07-01 | |
| 2026-03-31 | $119,922 | 1,091 | Shares | Defined | 2026-04-07 | |
| 2025-12-31 | $227,380 | 2,277 | Shares | Defined | 2026-01-14 | |
| 2025-09-30 | $272,848 | 2,614 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $952,812 | 9,921 | Shares | Defined | 2025-07-24 | |
| 2025-03-31 | $1,070,765 | 10,665 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $1,099,897 | 12,339 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $1,510,259 | 17,268 | Shares | Defined | 2024-10-21 | |
| 2024-06-30 | $3,411,643 | 47,977 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $13,261,322 | 179,304 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,782,476 | 176,700 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $13,504,792 | 180,473 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $14,810,282 | 181,343 | Shares | Sole | 2023-07-19 | |
| 2023-03-31 | $15,731,877 | 182,103 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $17,283,912 | 194,376 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $15,706,362 | 194,989 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $17,556,765 | 194,298 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $18,463,218 | 196,920 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $15,203,975 | 170,812 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $13,035,816 | 160,936 | Shares | Sole | 2021-10-19 | |
| 2021-06-30 | $12,671,931 | 158,320 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $12,606,893 | 154,952 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,041,685 | 38,966 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $3,045,923 | 38,517 | Shares | Sole | 2020-10-30 | |
| No filing history on record for this holder in this stock. | ||||||