Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,010,868
-$90,032 QoQ
Shares Held
17,789
-6.9% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 945 holders
Holding Since
Mar 2020
19 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, 2026Janney Montgomery Scott LLC holds $555,970,930 across 29 Utilities - Regulated Electric names. AEE ranks #23 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,945,219 | $170,731,871 | |
| 2 | DUK |
Duke Energy CORP
|
766,917 | $97,076,353 | |
| 3 | D |
Dominion Energy, Inc
|
606,277 | $41,402,656 | |
| 4 | SO |
Southern Co
|
421,712 | $40,362,055 | |
| 5 | AEP |
American Electric Power Co Inc
|
248,727 | $34,028,340 | |
| 6 | ETR |
Entergy Corp /De/
|
178,820 | $20,539,265 | |
| 7 | PPL |
PPL Corp
|
560,564 | $20,376,501 | |
| 8 | ED |
Consolidated Edison Inc
|
162,158 | $17,939,539 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,010,868 | 17,789 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,100,900 | 19,113 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,717,292 | 17,197 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,638,661 | 15,699 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,402,184 | 14,600 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $1,672,965 | 16,663 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $761,612 | 8,544 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $749,182 | 8,566 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $536,524 | 7,545 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $557,436 | 7,537 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $536,328 | 7,414 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $542,218 | 7,246 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $911,110 | 11,156 | Shares | Sole | 2023-07-26 | |
| 2022-12-31 | $1,020,445 | 11,476 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $954,034 | 11,844 | Shares | Sole | 2022-10-25 | |
| 2020-12-31 | $799,880 | 10,247 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $654,228 | 8,273 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $610,865 | 8,682 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $662,170 | 9,092 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||