Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,492,467
+$1,378,798 QoQ
Shares Held
13,203
+1112.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#348
of 945 holders
Holding Since
Mar 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, 2026CI INVESTMENTS INC. holds $300,610,261 across 18 Utilities - Regulated Electric names. AEE ranks #16 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETR |
Entergy Corp /De/
|
962,755 | $110,582,039 | |
| 2 | NEE |
Nextera Energy Inc
|
991,497 | $87,023,691 | |
| 3 | OGE |
Oge Energy Corp.
|
707,764 | $34,439,796 | |
| 4 | CNP |
Centerpoint Energy Inc
|
690,850 | $30,425,034 | |
| 5 | PCG |
PG&E Corp
|
427,033 | $7,182,695 | |
| 6 | EXC |
Exelon Corp
|
121,811 | $5,678,828 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
45,855 | $5,354,488 | |
| 8 | SO |
Southern Co
|
40,184 | $3,846,010 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,492,467 | 13,203 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $113,669 | 1,089 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $129,654 | 1,350 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $905,306 | 9,017 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $91,101 | 1,022 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $83,349 | 953 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $55,750 | 784 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $63,457 | 858 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $52,808 | 730 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $56,945 | 761 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,374 | 727 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $131,485 | 1,522 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $64,022 | 720 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $27,628 | 343 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,801 | 31 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,906 | 31 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $123,278 | 1,385 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $110,484 | 1,364 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $107,253 | 1,340 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $111,951 | 1,376 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $126,379 | 1,619 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $120,913 | 1,529 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $119,330 | 1,696 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $1,658,411 | 22,771 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||