Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$33,761,769
+$4,530,304 QoQ
Shares Held
298,671
+12.3% QoQ
Ownership
0.108%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#90
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026LPL Financial LLC holds $2,404,875,693 across 38 Utilities - Regulated Electric names. AEE ranks #19 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,176,321 | $366,555,694 | |
| 2 | DUK |
Duke Energy CORP
|
2,563,597 | $324,500,108 | |
| 3 | SO |
Southern Co
|
3,203,334 | $306,591,097 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,197,999 | $163,898,243 | |
| 5 | WEC |
Wec Energy Group, Inc.
|
1,340,850 | $156,571,054 | |
| 6 | XEL |
Xcel Energy Inc
|
1,526,598 | $122,585,819 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,172,859 | $95,189,236 | |
| 8 | ED |
Consolidated Edison Inc
|
846,852 | $93,687,236 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,761,769 | 298,671 | Shares | Sole | 2026-08-07 | |
| 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. | ||||||