Position in AEE
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$68,050
+$1,879 QoQ
Shares Held
602
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#758
of 945 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026GHP Investment Advisors, Inc. holds $2,199,463 across 25 Utilities - Regulated Electric names. AEE ranks #13 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
5,588 | $534,827 | |
| 2 | XEL |
Xcel Energy Inc
|
3,069 | $246,440 | |
| 3 | AEP |
American Electric Power Co Inc
|
1,643 | $224,778 | |
| 4 | DTE |
Dte Energy Co
|
1,362 | $207,527 | |
| 5 | DUK |
Duke Energy CORP
|
1,238 | $156,706 | |
| 6 | ED |
Consolidated Edison Inc
|
1,081 | $119,590 | |
| 7 | NEE |
Nextera Energy Inc
|
1,086 | $95,318 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,155 | $93,739 |
All Filings in AEE
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $68,050 | 602 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $66,171 | 602 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $50,329 | 504 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $52,190 | 500 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $48,020 | 500 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $50,200 | 500 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $44,570 | 500 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $43,730 | 500 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $35,555 | 500 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $36,980 | 500 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $36,170 | 500 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $37,415 | 500 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $40,835 | 500 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $43,195 | 500 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $44,460 | 500 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $40,275 | 500 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $45,180 | 500 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $46,880 | 500 | Shares | Sole | 2022-04-28 | |
| No filing history on record for this holder in this stock. | ||||||