Position in AEE
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$880,468
+$110,369 QoQ
Shares Held
7,789
+11.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#430
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026SIGNATUREFD, LLC holds $36,823,008 across 37 Utilities - Regulated Electric names. AEE ranks #12 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
63,528 | $6,080,264 | |
| 2 | NEE |
Nextera Energy Inc
|
60,489 | $5,309,119 | |
| 3 | DUK |
Duke Energy CORP
|
22,418 | $2,837,670 | |
| 4 | FTS |
Fortis Inc.
|
39,804 | $2,277,982 | |
| 5 | NGG |
National Grid PLC
|
23,872 | $1,978,272 | |
| 6 | AEP |
American Electric Power Co Inc
|
13,663 | $1,869,235 | |
| 7 | ED |
Consolidated Edison Inc
|
15,764 | $1,743,971 | |
| 8 | D |
Dominion Energy, Inc
|
22,130 | $1,511,257 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $880,468 | 7,789 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $770,099 | 7,006 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $585,379 | 5,862 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $656,550 | 6,290 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $607,837 | 6,329 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $628,102 | 6,256 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $559,442 | 6,276 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $537,966 | 6,151 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $452,757 | 6,367 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $529,109 | 7,154 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $369,512 | 5,108 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $475,469 | 6,354 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $554,784 | 6,793 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $640,149 | 7,410 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $666,277 | 7,493 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $527,280 | 6,546 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $589,599 | 6,525 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $464,487 | 4,954 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $427,248 | 4,800 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $357,129 | 4,409 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $342,090 | 4,274 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $391,178 | 4,808 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $199,365 | 2,554 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $208,454 | 2,636 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $166,260 | 2,363 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $227,885 | 3,129 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||