Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$5,834,106
-$62,222 QoQ
Shares Held
51,611
-3.8% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#198
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $2,764,125,142 across 34 Utilities - Regulated Electric names. AEE ranks #23 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,420,559 | $1,177,922,463 | |
| 2 | CNP |
Centerpoint Energy Inc
|
10,338,008 | $455,285,872 | |
| 3 | FE |
Firstenergy Corp
|
6,840,128 | $325,179,684 | |
| 4 | IDA |
Idacorp Inc
|
883,246 | $133,635,119 | |
| 5 | LNT |
Alliant Energy Corp
|
1,327,963 | $101,310,296 | |
| 6 | NWE |
NorthWestern Energy Group, Inc.
|
1,357,486 | $97,223,147 | |
| 7 | POR |
Portland General Electric Co /Or/
|
1,828,102 | $94,750,526 | |
| 8 | AEP |
American Electric Power Co Inc
|
615,589 | $84,218,730 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,834,106 | 51,611 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $5,896,328 | 53,642 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $5,304,462 | 53,119 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,335,801 | 51,119 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $5,857,094 | 60,986 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $6,094,781 | 60,705 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,248,919 | 58,884 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,166,348 | 59,071 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,581,475 | 64,428 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $5,051,615 | 68,302 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $32,823,261 | 453,736 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $40,050,737 | 535,223 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $44,432,562 | 544,050 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $48,816,655 | 565,073 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $51,950,087 | 584,234 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $46,795,441 | 580,949 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $52,349,613 | 579,345 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $54,491,155 | 581,177 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $51,753,973 | 581,440 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $46,353,141 | 572,261 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $44,867,061 | 560,558 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $46,037,230 | 565,846 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $84,022,066 | 1,076,378 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $100,563,030 | 1,271,662 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $95,228,108 | 1,353,441 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $95,695,706 | 1,313,960 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||