Position in AEE
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$58,013,796
+$8,562,626 QoQ
Shares Held
527,782
+6.6% QoQ
Ownership
0.191%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 17.85320454278471.ToString("F0")%
Shared 82.14679545721529.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Energy Income Partners, LLC holds $1,886,015,406 across 21 Utilities - Regulated Electric names. AEE ranks #18 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
1,716,842 | $165,709,589 | |
| 2 | PPL |
PPL Corp
|
4,014,732 | $153,362,761 | |
| 3 | ETR |
Entergy Corp /De/
|
1,305,538 | $146,690,249 | |
| 4 | DUK |
Duke Energy CORP
|
1,038,588 | $135,992,712 | |
| 5 | AEP |
American Electric Power Co Inc
|
910,078 | $119,293,023 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
1,418,606 | $114,836,155 | |
| 7 | EVRG |
Evergy, Inc.
|
1,237,749 | $101,396,397 | |
| 8 | FE |
Firstenergy Corp
|
1,900,897 | $96,299,441 |
All Filings in AEE
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $58,013,796 | 527,782 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $49,451,170 | 495,205 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $30,366,541 | 290,923 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $27,838,633 | 289,865 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $21,019,141 | 209,354 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $18,062,259 | 202,628 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $15,903,375 | 181,836 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $13,380,270 | 188,163 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $14,917,287 | 201,694 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $14,125,324 | 195,263 | Shares | Other | 2024-02-14 | |
| No filing history on record for this holder in this stock. | ||||||