Position in AEE
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$599,112
+$15,987 QoQ
Shares Held
5,300
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#494
of 945 holders
Holding Since
Jun 2022
17 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, 2026Forvis Mazars Wealth Advisors, LLC holds $17,960,934 across 14 Utilities - Regulated Electric names. AEE ranks #9 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEG |
Public Service Enterprise Group Inc
|
47,273 | $3,836,676 | |
| 2 | DTE |
Dte Energy Co
|
18,929 | $2,884,211 | |
| 3 | DUK |
Duke Energy CORP
|
18,716 | $2,369,071 | |
| 4 | NEE |
Nextera Energy Inc
|
20,669 | $1,814,118 | |
| 5 | XEL |
Xcel Energy Inc
|
15,717 | $1,262,075 | |
| 6 | ED |
Consolidated Edison Inc
|
10,794 | $1,194,140 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
8,939 | $1,043,807 | |
| 8 | EVRG |
Evergy, Inc.
|
8,200 | $708,726 |
All Filings in AEE
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $599,112 | 5,300 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $583,125 | 5,305 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $529,757 | 5,305 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $522,526 | 5,006 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $482,889 | 5,028 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $504,811 | 5,028 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $450,157 | 5,050 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $442,547 | 5,060 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $318,075 | 4,473 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $330,823 | 4,473 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $318,151 | 4,398 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $329,102 | 4,398 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $295,563 | 3,619 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $312,645 | 3,619 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $363,593 | 4,089 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $328,482 | 4,078 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $332,344 | 3,678 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||