Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$2,962,552
+$163,330 QoQ
Shares Held
26,208
+2.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#271
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds $141,189,717 across 35 Utilities - Regulated Electric names. AEE ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
391,163 | $34,332,376 | |
| 2 | SO |
Southern Co
|
230,310 | $22,042,970 | |
| 3 | DUK |
Duke Energy CORP
|
151,357 | $19,158,769 | |
| 4 | AEP |
American Electric Power Co Inc
|
63,355 | $8,667,597 | |
| 5 | D |
Dominion Energy, Inc
|
101,559 | $6,935,464 | |
| 6 | XEL |
Xcel Energy Inc
|
82,803 | $6,649,080 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
44,897 | $5,242,622 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
60,227 | $4,888,023 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,962,552 | 26,208 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $2,799,222 | 25,466 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $2,592,565 | 25,962 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $2,857,820 | 27,379 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,344,528 | 24,412 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $2,427,270 | 24,176 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,325,840 | 26,092 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $2,236,089 | 25,567 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,897,357 | 26,682 | Shares | Defined | 2024-08-16 | |
| 2024-03-31 | $2,087,003 | 28,218 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,740,645 | 24,062 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $2,005,967 | 26,807 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $2,213,420 | 27,102 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $2,370,196 | 27,436 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,563,830 | 28,833 | Shares | Defined | 2023-02-21 | |
| 2022-09-30 | $2,443,967 | 30,341 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,842,815 | 31,461 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $905,721 | 9,660 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $798,419 | 8,970 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $706,806 | 8,726 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $750,134 | 9,372 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $785,530 | 9,655 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $683,103 | 8,751 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $656,364 | 8,300 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $551,411 | 7,837 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $552,998 | 7,593 | Shares | Defined | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||