Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$653,597
+$57,941 QoQ
Shares Held
5,782
+6.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#481
of 945 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 45%
Shared 0%
None 55%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Equitable Holdings, Inc. holds $54,779,473 across 21 Utilities - Regulated Electric names. AEE ranks #16 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
149,020 | $13,079,485 | |
| 2 | SO |
Southern Co
|
83,999 | $8,039,544 | |
| 3 | DUK |
Duke Energy CORP
|
53,087 | $6,719,752 | |
| 4 | PPL |
PPL Corp
|
146,224 | $5,315,242 | |
| 5 | AEP |
American Electric Power Co Inc
|
32,200 | $4,405,282 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
50,804 | $4,123,252 | |
| 7 | ED |
Consolidated Edison Inc
|
19,066 | $2,109,271 | |
| 8 | D |
Dominion Energy, Inc
|
21,034 | $1,436,411 |
All Filings in AEE
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $653,597 | 5,782 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $595,656 | 5,419 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $299,280 | 2,997 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||