Position in AEE
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$4,187,792
-$504,472 QoQ
Shares Held
37,047
-13.2% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#238
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, 2026HighTower Advisors, LLC holds $988,609,128 across 33 Utilities - Regulated Electric names. AEE ranks #22 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
1,983,231 | $271,325,833 | |
| 2 | NEE |
Nextera Energy Inc
|
2,619,884 | $229,947,218 | |
| 3 | SO |
Southern Co
|
1,476,938 | $141,357,735 | |
| 4 | DUK |
Duke Energy CORP
|
718,065 | $90,892,667 | |
| 5 | D |
Dominion Energy, Inc
|
633,090 | $43,233,716 | |
| 6 | ES |
Eversource Energy
|
412,545 | $29,814,627 | |
| 7 | WEC |
Wec Energy Group, Inc.
|
242,818 | $28,353,857 | |
| 8 | ED |
Consolidated Edison Inc
|
145,683 | $16,116,910 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,187,792 | 37,047 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $4,692,264 | 42,688 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $4,091,763 | 40,975 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $4,516,418 | 43,269 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $3,099,594 | 32,274 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $3,660,584 | 36,460 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,913,273 | 32,682 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $2,369,029 | 27,087 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,906,956 | 26,817 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,145,357 | 29,007 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $1,735,147 | 23,986 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,860,872 | 24,868 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,166,215 | 26,524 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,136,770 | 24,734 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,220,777 | 24,975 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $2,065,785 | 25,646 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $3,074,589 | 34,026 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $2,678,723 | 28,570 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,335,355 | 26,237 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $2,071,737 | 25,577 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $2,091,685 | 26,133 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $2,013,334 | 24,746 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,876,094 | 24,034 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,309,643 | 16,561 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,218,283 | 17,315 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,362,285 | 18,705 | Shares | Sole | 2020-05-21 | |
| No filing history on record for this holder in this stock. | ||||||