Position in AEE
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$505,288
+$22,081 QoQ
Shares Held
4,470
+1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#525
of 945 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GREENLEAF TRUST holds $31,810,835 across 26 Utilities - Regulated Electric names. AEE ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
94,364 | $8,282,328 | |
| 2 | SO |
Southern Co
|
28,986 | $2,774,249 | |
| 3 | DUK |
Duke Energy CORP
|
20,685 | $2,618,306 | |
| 4 | AEP |
American Electric Power Co Inc
|
11,485 | $1,571,262 | |
| 5 | EXC |
Exelon Corp
|
31,659 | $1,475,941 | |
| 6 | ED |
Consolidated Edison Inc
|
13,082 | $1,447,260 | |
| 7 | XEL |
Xcel Energy Inc
|
14,493 | $1,163,787 | |
| 8 | CNP |
Centerpoint Energy Inc
|
25,852 | $1,138,522 |
All Filings in AEE
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $505,288 | 4,470 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $483,207 | 4,396 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $431,594 | 4,322 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $461,254 | 4,419 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $376,476 | 3,920 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $453,706 | 4,519 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $325,539 | 3,652 | Shares | Defined | 2025-01-24 | |
| 2024-09-30 | $304,448 | 3,481 | Shares | Defined | 2024-10-22 | |
| 2024-06-30 | $223,925 | 3,149 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $239,334 | 3,236 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $362,568 | 5,012 | Shares | Defined | 2024-01-31 | |
| 2023-09-30 | $367,415 | 4,910 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $416,680 | 5,102 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $527,842 | 6,110 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $431,173 | 4,849 | Shares | Defined | 2023-01-25 | |
| 2022-09-30 | $363,119 | 4,508 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $385,656 | 4,268 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $406,355 | 4,334 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $376,957 | 4,235 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $293,301 | 3,621 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $246,923 | 3,085 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $233,665 | 2,872 | Shares | Defined | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||