Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,209
-$76,851 QoQ
Shares Held
11
-98.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
5 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, 2026Estabrook Capital Management holds $11,672,142 across 9 Utilities - Regulated Electric names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
57,176 | $7,237,338 | |
| 2 | NEE |
Nextera Energy Inc
|
43,925 | $3,855,297 | |
| 3 | EIX |
Edison International
|
4,189 | $311,871 | |
| 4 | ETR |
Entergy Corp /De/
|
830 | $95,333 | |
| 5 | PPL |
PPL Corp
|
1,644 | $59,759 | |
| 6 | POR |
Portland General Electric Co /Or/
|
766 | $39,701 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
373 | $30,272 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
270 | $28,890 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,209 | 11 | Shares | Sole | 2026-05-14 | |
| 2020-12-31 | $78,060 | 1,000 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $79,080 | 1,000 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $70,360 | 1,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $72,830 | 1,000 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||