Position in AEE
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$29,231,465
+$6,580,521 QoQ
Shares Held
265,934
+17.2% QoQ
Ownership
0.096%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 1.9944798333421074.ToString("F0")%
Shared 0.ToString("F0")%
None 98.00552016665789.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026LPL Financial LLC holds $2,352,045,334 across 38 Utilities - Regulated Electric names. AEE ranks #21 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,083,216 | $379,249,102 | |
| 2 | DUK |
Duke Energy CORP
|
2,481,110 | $324,876,543 | |
| 3 | SO |
Southern Co
|
3,070,673 | $296,381,357 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,088,754 | $142,713,874 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,198,459 | $138,745,598 | |
| 6 | XEL |
Xcel Energy Inc
|
1,666,224 | $132,364,834 | |
| 7 | ED |
Consolidated Edison Inc
|
849,865 | $96,187,720 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
1,176,951 | $95,274,183 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $29,231,465 | 265,934 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $22,650,944 | 226,827 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $15,098,462 | 144,649 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $14,542,376 | 151,420 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $16,472,326 | 164,067 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $11,695,168 | 131,200 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $10,239,729 | 117,079 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $7,408,737 | 104,187 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $7,336,905 | 99,201 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $7,570,308 | 104,649 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $6,086,522 | 81,338 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $6,121,901 | 74,959 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $5,432,548 | 62,884 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $5,366,588 | 60,353 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $4,843,793 | 60,134 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $5,130,821 | 56,782 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $5,099,700 | 54,391 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $5,207,708 | 58,507 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $4,989,924 | 61,604 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,398,037 | 54,948 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $4,226,489 | 51,948 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,003,541 | 51,288 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $4,352,009 | 55,033 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $3,532,916 | 50,212 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,523,442 | 48,379 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||