Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,404,522
+$269,928 QoQ
Shares Held
12,425
+20.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#355
of 945 holders
Holding Since
Mar 2020
25 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, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $80,119,343 across 32 Utilities - Regulated Electric names. AEE ranks #15 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
150,892 | $13,243,790 | |
| 2 | PEG |
Public Service Enterprise Group Inc
|
106,981 | $8,682,577 | |
| 3 | SO |
Southern Co
|
81,604 | $7,810,318 | |
| 4 | DUK |
Duke Energy CORP
|
59,396 | $7,518,345 | |
| 5 | LNT |
Alliant Energy Corp
|
88,831 | $6,776,916 | |
| 6 | CIG |
Energy Co Of Minas Gerais
|
2,513,297 | $5,277,923 | |
| 7 | AEP |
American Electric Power Co Inc
|
24,973 | $3,416,556 | |
| 8 | ETR |
Entergy Corp /De/
|
24,362 | $2,798,219 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,404,522 | 12,425 | Shares | Defined | 2026-08-17 | |
| 2026-03-31 | $1,134,594 | 10,322 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $822,247 | 8,234 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $721,474 | 6,912 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $652,687 | 6,796 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $697,579 | 6,948 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $585,204 | 6,565 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $576,623 | 6,593 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $303,639 | 4,270 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $262,631 | 3,551 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $316,632 | 4,377 | Shares | Defined | 2024-02-14 | |
| 2023-06-30 | $202,133 | 2,475 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $218,653 | 2,531 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $238,572 | 2,683 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $219,982 | 2,731 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $353,578 | 3,913 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $267,028 | 2,848 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $237,923 | 2,673 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $216,675 | 2,675 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $214,507 | 2,680 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $600,355 | 7,379 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $581,000 | 7,443 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $582,819 | 7,370 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $518,201 | 7,365 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $543,384 | 7,461 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||