Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,379,944
+$156,264 QoQ
Shares Held
21,054
+4.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#282
of 945 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Orion Porfolio Solutions, LLC holds $127,480,638 across 34 Utilities - Regulated Electric names. AEE ranks #16 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
152,002 | $19,240,413 | |
| 2 | SO |
Southern Co
|
187,404 | $17,936,436 | |
| 3 | D |
Dominion Energy, Inc
|
217,259 | $14,836,617 | |
| 4 | NEE |
Nextera Energy Inc
|
119,329 | $10,473,506 | |
| 5 | LNT |
Alliant Energy Corp
|
106,740 | $8,143,194 | |
| 6 | EVRG |
Evergy, Inc.
|
75,581 | $6,532,465 | |
| 7 | AEP |
American Electric Power Co Inc
|
46,407 | $6,348,941 | |
| 8 | WEC |
Wec Energy Group, Inc.
|
49,666 | $5,799,498 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,379,944 | 21,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,223,680 | 20,230 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,089,570 | 20,925 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $2,460,132 | 23,569 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,344,528 | 24,412 | Shares | Sole | 2025-08-27 | |
| 2025-03-31 | $2,132,295 | 21,238 | Shares | Sole | 2025-08-01 | |
| 2024-12-31 | $1,789,128 | 20,071 | Shares | Sole | 2025-08-01 | |
| 2024-09-30 | $1,644,160 | 18,799 | Shares | Sole | 2025-07-31 | |
| 2024-06-30 | $1,264,122 | 17,777 | Shares | Sole | 2025-07-31 | |
| 2024-03-31 | $1,362,934 | 18,428 | Shares | Sole | 2025-07-31 | |
| 2023-12-31 | $1,226,958 | 16,961 | Shares | Sole | 2025-07-31 | |
| 2023-09-30 | $1,293,661 | 17,288 | Shares | Sole | 2025-07-31 | |
| 2023-06-30 | $1,409,215 | 17,255 | Shares | Sole | 2025-07-31 | |
| 2023-03-31 | $1,447,205 | 16,752 | Shares | Sole | 2025-07-31 | |
| 2022-12-31 | $1,103,497 | 12,410 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $1,027,173 | 12,752 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,172,963 | 12,981 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,253,008 | 13,364 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,156,951 | 12,998 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $1,150,281 | 14,201 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,136,648 | 14,201 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $967,614 | 11,893 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $1,751,354 | 22,436 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,293,195 | 16,353 | Shares | Sole | 2020-12-03 | |
| No filing history on record for this holder in this stock. | ||||||