Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$41,504,692
+$15,807,380 QoQ
Shares Held
377,590
+53.4% QoQ
Ownership
0.136%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
12 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026ADAGE CAPITAL PARTNERS GP, L.L.C. holds $951,172,436 across 19 Utilities - Regulated Electric names. AEE ranks #10 (4.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | XEL |
Xcel Energy Inc
|
1,573,942 | $125,033,952 | |
| 2 | SO |
Southern Co
|
1,186,900 | $114,559,588 | |
| 3 | ETR |
Entergy Corp /De/
|
1,008,204 | $113,281,801 | |
| 4 | AEP |
American Electric Power Co Inc
|
729,506 | $95,623,646 | |
| 5 | PCG |
PG&E Corp
|
4,117,000 | $72,335,690 | |
| 6 | EVRG |
Evergy, Inc.
|
724,382 | $59,341,373 | |
| 7 | TXNM |
Txnm Energy Inc
|
857,183 | $50,110,918 | |
| 8 | NEE |
Nextera Energy Inc
|
484,713 | $45,020,143 |
All Filings in AEE
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $41,504,692 | 377,590 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $25,697,312 | 246,190 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $22,230,624 | 249,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,316,815 | 26,490 | Shares | Sole | 2024-11-14 | |
| 2023-09-30 | $19,544,847 | 261,190 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $21,372,222 | 261,690 | Shares | Other | 2023-08-14 | |
| 2023-03-31 | $22,365,507 | 258,890 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $12,270,070 | 137,990 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $21,199,954 | 263,190 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $24,296,900 | 268,890 | Shares | Sole | 2022-08-15 | |
| 2021-09-30 | $9,921,690 | 122,490 | Shares | Sole | 2021-11-15 | |
| 2020-06-30 | $20,072,582 | 285,284 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||