Position in AEE
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,372,634
+$886,127 QoQ
Shares Held
180,225
+1.7% QoQ
Ownership
0.065%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#114
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, 2026Mitsubishi UFJ Trust & Banking Corp holds $2,053,091,812 across 27 Utilities - Regulated Electric names. AEE ranks #14 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,159,930 | $365,117,055 | |
| 2 | DUK |
Duke Energy CORP
|
2,708,961 | $342,900,282 | |
| 3 | AEP |
American Electric Power Co Inc
|
2,140,225 | $292,804,181 | |
| 4 | XEL |
Xcel Energy Inc
|
2,747,651 | $220,636,373 | |
| 5 | EVRG |
Evergy, Inc.
|
2,031,638 | $175,594,470 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
2,126,100 | $172,554,275 | |
| 7 | PCG |
PG&E Corp
|
7,818,400 | $131,505,486 | |
| 8 | SO |
Southern Co
|
811,142 | $77,634,400 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,372,634 | 180,225 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $19,486,507 | 177,279 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $17,194,194 | 172,183 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $18,145,106 | 173,837 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $16,518,591 | 171,997 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $17,569,297 | 174,993 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $16,418,518 | 184,188 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $15,972,557 | 182,627 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $12,688,298 | 178,432 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $14,012,535 | 189,461 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $14,261,034 | 197,139 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $15,971,939 | 213,443 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $18,331,157 | 224,454 | Shares | Defined | 2023-08-08 | |
| 2023-03-31 | $20,324,716 | 235,267 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $20,599,473 | 231,663 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $18,983,137 | 235,669 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $22,360,846 | 247,464 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $20,999,239 | 223,968 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $20,459,215 | 229,853 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $20,845,755 | 257,355 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $21,808,818 | 272,474 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $26,414,418 | 324,661 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $29,398,098 | 376,609 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $24,887,582 | 314,714 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $22,668,372 | 322,177 | Shares | Sole | 2020-09-11 | |
| 2020-03-31 | $23,143,988 | 317,781 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||