Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$411,465
New position
Shares Held
3,640
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#548
of 945 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026WESTWOOD HOLDINGS GROUP INC holds $265,388,181 across 25 Utilities - Regulated Electric names. AEE ranks #20 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
512,469 | $59,841,005 | |
| 2 | MGEE |
Mge Energy Inc
|
530,621 | $43,266,836 | |
| 3 | IDA |
Idacorp Inc
|
277,281 | $41,952,615 | |
| 4 | NEE |
Nextera Energy Inc
|
476,755 | $41,844,786 | |
| 5 | ETR |
Entergy Corp /De/
|
336,328 | $38,630,634 | |
| 6 | DTE |
Dte Energy Co
|
84,715 | $12,908,024 | |
| 7 | LNT |
Alliant Energy Corp
|
146,672 | $11,189,606 | |
| 8 | SO |
Southern Co
|
36,614 | $3,504,325 |
All Filings in AEE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $411,465 | 3,640 | Shares | Defined | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||