Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$41,372
+$9,276 QoQ
Shares Held
366
+25.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#780
of 945 holders
Holding Since
Mar 2020
15 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $18,402,821 across 26 Utilities - Regulated Electric names. AEE ranks #17 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,722 | $9,981,379 | |
| 2 | AEP |
American Electric Power Co Inc
|
33,801 | $4,624,314 | |
| 3 | DUK |
Duke Energy CORP
|
7,701 | $974,792 | |
| 4 | D |
Dominion Energy, Inc
|
11,212 | $765,667 | |
| 5 | ED |
Consolidated Edison Inc
|
5,559 | $614,992 | |
| 6 | FE |
Firstenergy Corp
|
6,784 | $322,511 | |
| 7 | SO |
Southern Co
|
2,411 | $230,756 | |
| 8 | LNT |
Alliant Energy Corp
|
1,797 | $137,093 |
All Filings in AEE
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,372 | 366 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $32,096 | 292 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $16,676 | 167 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $17,431 | 167 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,038 | 167 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $16,766 | 167 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $9,359 | 105 | Shares | Sole | 2025-02-11 | |
| 2022-09-30 | $402 | 5 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $451 | 5 | Shares | Sole | 2022-07-28 | |
| 2021-12-31 | $21,362 | 240 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $19,440 | 240 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $19,209 | 240 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $19,526 | 240 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $18,734 | 240 | Shares | Sole | 2021-01-29 | |
| 2020-03-31 | $8,521 | 117 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||