Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$22,494
+$2,709 QoQ
Shares Held
199
+10.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#810
of 945 holders
Holding Since
Mar 2020
26 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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $42,867,244 across 31 Utilities - Regulated Electric names. AEE ranks #18 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
117,021 | $10,270,933 | |
| 2 | AEP |
American Electric Power Co Inc
|
65,496 | $8,960,507 | |
| 3 | DUK |
Duke Energy CORP
|
55,513 | $7,026,835 | |
| 4 | FTS |
Fortis Inc.
|
100,834 | $5,770,729 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
30,722 | $3,587,407 | |
| 6 | EVRG |
Evergy, Inc.
|
40,554 | $3,505,082 | |
| 7 | D |
Dominion Energy, Inc
|
19,478 | $1,330,152 | |
| 8 | SO |
Southern Co
|
13,000 | $1,244,230 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,494 | 199 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $19,785 | 180 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $17,974 | 180 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $17,744 | 170 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $16,326 | 170 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $17,068 | 170 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,153 | 170 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $14,868 | 170 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $12,088 | 170 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $27,365 | 370 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $12,297 | 170 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $12,721 | 170 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $13,883 | 170 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $14,686 | 170 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $15,116 | 170 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $13,693 | 170 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $22,409 | 248 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $23,252 | 248 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $22,074 | 248 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $624,996 | 7,716 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $493,046 | 6,160 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $501,177 | 6,160 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $481,161 | 6,164 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $584,322 | 7,389 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $519,890 | 7,389 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $538,140 | 7,389 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||