Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$362,066
+$8,014 QoQ
Shares Held
3,203
-0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#567
of 945 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Curi Capital, LLC holds $41,459,525 across 16 Utilities - Regulated Electric names. AEE ranks #12 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
234,481 | $27,380,345 | |
| 2 | NEE |
Nextera Energy Inc
|
34,480 | $3,026,309 | |
| 3 | EIX |
Edison International
|
26,039 | $1,938,603 | |
| 4 | DUK |
Duke Energy CORP
|
15,295 | $1,936,040 | |
| 5 | PCG |
PG&E Corp
|
74,496 | $1,253,022 | |
| 6 | ED |
Consolidated Edison Inc
|
9,535 | $1,054,856 | |
| 7 | XEL |
Xcel Energy Inc
|
12,561 | $1,008,648 | |
| 8 | ES |
Eversource Energy
|
10,832 | $782,827 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,066 | 3,203 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $354,052 | 3,221 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $324,244 | 3,247 | Shares | Other | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||