Position in AEE
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$22,042
+$1,817 QoQ
Shares Held
195
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#811
of 945 holders
Holding Since
Jun 2021
20 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, 2026AMERICAN NATIONAL BANK & TRUST holds $15,731,938 across 18 Utilities - Regulated Electric names. AEE ranks #10 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
104,364 | $9,160,028 | |
| 2 | DUK |
Duke Energy CORP
|
24,096 | $3,050,071 | |
| 3 | CNP |
Centerpoint Energy Inc
|
47,188 | $2,078,159 | |
| 4 | SO |
Southern Co
|
6,254 | $598,570 | |
| 5 | AEP |
American Electric Power Co Inc
|
1,929 | $263,906 | |
| 6 | IDA |
Idacorp Inc
|
1,587 | $240,113 | |
| 7 | OGE |
Oge Energy Corp.
|
3,440 | $167,390 | |
| 8 | DTE |
Dte Energy Co
|
402 | $61,252 |
All Filings in AEE
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,042 | 195 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $20,225 | 184 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $19,272 | 193 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $20,145 | 193 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $18,535 | 193 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $21,284 | 212 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $30,842 | 346 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $32,535 | 372 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $36,621 | 515 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $37,255 | 515 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $38,537 | 515 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $42,060 | 515 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $44,490 | 515 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $47,838 | 538 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $43,335 | 538 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $46,535 | 515 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $48,286 | 515 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $45,840 | 515 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $41,715 | 515 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $41,220 | 515 | Shares | Sole | 2021-07-12 | |
| No filing history on record for this holder in this stock. | ||||||