Position in AEE
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$276,948
+$7,644 QoQ
Shares Held
2,450
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#616
of 945 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Welch Group, LLC holds $268,011,765 across 14 Utilities - Regulated Electric names. AEE ranks #12 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
787,841 | $75,404,262 | |
| 2 | NEE |
Nextera Energy Inc
|
858,202 | $75,324,389 | |
| 3 | ED |
Consolidated Edison Inc
|
533,029 | $58,968,998 | |
| 4 | AEP |
American Electric Power Co Inc
|
384,533 | $52,607,959 | |
| 5 | DUK |
Duke Energy CORP
|
13,082 | $1,655,919 | |
| 6 | ETR |
Entergy Corp /De/
|
6,303 | $723,962 | |
| 7 | D |
Dominion Energy, Inc
|
9,909 | $676,685 | |
| 8 | IDA |
Idacorp Inc
|
3,656 | $553,152 |
All Filings in AEE
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $276,948 | 2,450 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $269,304 | 2,450 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $244,657 | 2,450 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $251,555 | 2,410 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $236,546 | 2,463 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $246,984 | 2,460 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $219,284 | 2,460 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $215,151 | 2,460 | Shares | Sole | 2024-10-24 | |
| No filing history on record for this holder in this stock. | ||||||