Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$164,473
+$7,068 QoQ
Shares Held
1,455
+1.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#712
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026AdvisorNet Financial, Inc holds $16,708,636 across 29 Utilities - Regulated Electric names. AEE ranks #13 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CNP |
Centerpoint Energy Inc
|
76,078 | $3,350,475 | |
| 2 | FE |
Firstenergy Corp
|
60,176 | $2,860,767 | |
| 3 | NEE |
Nextera Energy Inc
|
26,989 | $2,368,824 | |
| 4 | XEL |
Xcel Energy Inc
|
18,776 | $1,507,712 | |
| 5 | EXC |
Exelon Corp
|
27,450 | $1,279,719 | |
| 6 | SO |
Southern Co
|
12,048 | $1,153,114 | |
| 7 | DUK |
Duke Energy CORP
|
7,038 | $890,870 | |
| 8 | DTE |
Dte Energy Co
|
5,218 | $795,066 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $164,473 | 1,455 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $157,405 | 1,432 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $144,697 | 1,449 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $151,142 | 1,448 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $138,969 | 1,447 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $145,278 | 1,447 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $129,074 | 1,448 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $107,663 | 1,231 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $86,683 | 1,219 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $50,218 | 679 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $57,293 | 792 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $64,727 | 865 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $71,461 | 875 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $82,416 | 954 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $198,113 | 2,228 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $167,060 | 2,074 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $186,774 | 2,067 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $192,208 | 2,050 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $181,402 | 2,038 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $167,670 | 2,070 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $162,401 | 2,029 | Shares | Sole | 2021-07-06 | |
| 2021-03-31 | $164,916 | 2,027 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $158,071 | 2,025 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $164,091 | 2,075 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $145,856 | 2,073 | Shares | Sole | 2020-08-26 | |
| 2020-03-31 | $150,758 | 2,070 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||