Position in AEE
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$233,879
+$6,565 QoQ
Shares Held
2,069
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#657
of 945 holders
Holding Since
Jun 2025
5 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, 2026Sigma Planning Corp holds $43,226,300 across 19 Utilities - Regulated Electric names. AEE ranks #18 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
113,356 | $9,949,256 | |
| 2 | DTE |
Dte Energy Co
|
47,200 | $7,191,864 | |
| 3 | DUK |
Duke Energy CORP
|
40,177 | $5,085,604 | |
| 4 | SO |
Southern Co
|
40,567 | $3,882,667 | |
| 5 | CMS |
Cms Energy Corp
|
39,672 | $3,034,908 | |
| 6 | AEP |
American Electric Power Co Inc
|
18,080 | $2,473,524 | |
| 7 | EIX |
Edison International
|
28,634 | $2,131,801 | |
| 8 | FE |
Firstenergy Corp
|
37,888 | $1,801,195 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,879 | 2,069 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $227,314 | 2,068 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $210,804 | 2,111 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,330,218 | 12,744 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $444,377 | 4,627 | Shares | Sole | 2025-08-05 | |
| No filing history on record for this holder in this stock. | ||||||