Position in AEE
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$288,591
+$286,571 QoQ
Shares Held
2,553
+9355.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#608
of 945 holders
Holding Since
Dec 2022
5 quarters on record
Voting authority
Sole 28%
Shared 0%
None 72%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Baker Avenue Asset Management, LP holds $23,199,971 across 19 Utilities - Regulated Electric names. AEE ranks #19 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
145,423 | $12,763,776 | |
| 2 | ED |
Consolidated Edison Inc
|
12,083 | $1,336,742 | |
| 3 | ES |
Eversource Energy
|
12,643 | $913,709 | |
| 4 | SO |
Southern Co
|
8,902 | $852,010 | |
| 5 | EIX |
Edison International
|
9,856 | $733,779 | |
| 6 | DUK |
Duke Energy CORP
|
5,744 | $727,075 | |
| 7 | PCG |
PG&E Corp
|
41,595 | $699,627 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
6,999 | $568,038 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $288,591 | 2,553 | Shares | Sole | 2026-07-28 | |
| 2023-09-30 | $2,020 | 27 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $2,940 | 36 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,418 | 28 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $2,489 | 28 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||