Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$809,592
+$15,420 QoQ
Shares Held
7,162
-0.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#445
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, 2026REGIONS FINANCIAL CORP holds $388,722,970 across 22 Utilities - Regulated Electric names. AEE ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,497,633 | $131,447,248 | |
| 2 | XEL |
Xcel Energy Inc
|
1,034,471 | $83,068,020 | |
| 3 | EXC |
Exelon Corp
|
1,140,677 | $53,178,361 | |
| 4 | LNT |
Alliant Energy Corp
|
566,582 | $43,224,540 | |
| 5 | AEP |
American Electric Power Co Inc
|
291,290 | $39,851,384 | |
| 6 | SO |
Southern Co
|
187,671 | $17,961,991 | |
| 7 | DUK |
Duke Energy CORP
|
34,114 | $4,318,150 | |
| 8 | D |
Dominion Energy, Inc
|
56,694 | $3,871,632 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $809,592 | 7,162 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $794,172 | 7,225 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $720,789 | 7,218 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $751,849 | 7,203 | Shares | Defined | 2025-11-19 | |
| 2025-06-30 | $703,493 | 7,325 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $739,345 | 7,364 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $669,619 | 7,512 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $813,115 | 9,297 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $661,109 | 9,297 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $729,467 | 9,863 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $741,702 | 10,253 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $932,381 | 12,460 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $1,016,709 | 12,449 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $1,348,288 | 15,607 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,369,900 | 15,406 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,440,314 | 17,881 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $1,627,925 | 18,016 | Shares | Defined | 2022-07-25 | |
| 2022-03-31 | $1,751,717 | 18,683 | Shares | Defined | 2022-04-25 | |
| 2021-12-31 | $1,665,465 | 18,711 | Shares | Defined | 2022-01-31 | |
| 2021-09-30 | $1,506,762 | 18,602 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $1,324,741 | 16,551 | Shares | Defined | 2021-07-27 | |
| 2021-03-31 | $1,124,719 | 13,824 | Shares | Defined | 2021-06-02 | |
| 2020-12-31 | $1,084,252 | 13,890 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,137,802 | 14,388 | Shares | Defined | 2020-10-15 | |
| 2020-06-30 | $1,025,074 | 14,569 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $1,798,973 | 24,701 | Shares | Defined | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||