Position in AEE
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$850,060
+$307,166 QoQ
Shares Held
7,520
+52.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#436
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, 2026BROWN BROTHERS HARRIMAN & CO holds $39,831,382 across 32 Utilities - Regulated Electric names. AEE ranks #15 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
73,955 | $6,491,030 | |
| 2 | SO |
Southern Co
|
54,466 | $5,212,940 | |
| 3 | DUK |
Duke Energy CORP
|
38,320 | $4,850,545 | |
| 4 | AEP |
American Electric Power Co Inc
|
19,288 | $2,638,791 | |
| 5 | D |
Dominion Energy, Inc
|
34,522 | $2,357,507 | |
| 6 | ETR |
Entergy Corp /De/
|
19,713 | $2,264,235 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
18,811 | $1,526,700 | |
| 8 | EXC |
Exelon Corp
|
32,135 | $1,498,133 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $850,060 | 7,520 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $542,894 | 4,939 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $344,317 | 3,448 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $225,252 | 2,158 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $163,940 | 1,707 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $72,890 | 726 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $64,715 | 726 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $63,495 | 726 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $51,625 | 726 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $53,694 | 726 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $28,429 | 393 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $34,795 | 465 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $37,976 | 465 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $40,257 | 466 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $30,499 | 343 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $39,791 | 494 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $27,830 | 308 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $20,252 | 216 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $19,226 | 216 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $24,300 | 300 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $24,012 | 300 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $23,513 | 289 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $33,175 | 425 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $44,284 | 560 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $20,615 | 293 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $5,535 | 76 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||