Position in AEE
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$71,241,240
+$7,594,571 QoQ
Shares Held
648,119
+1.7% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,494,445,125 across 24 Utilities - Regulated Electric names. AEE ranks #13 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
4,577,087 | $425,119,840 | |
| 2 | SO |
Southern Co
|
2,439,489 | $235,459,478 | |
| 3 | DUK |
Duke Energy CORP
|
1,758,086 | $230,203,780 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,366,768 | $179,155,949 | |
| 5 | EXC |
Exelon Corp
|
2,529,243 | $123,983,491 | |
| 6 | D |
Dominion Energy, Inc
|
1,899,808 | $117,446,130 | |
| 7 | XEL |
Xcel Energy Inc
|
1,445,804 | $114,854,669 | |
| 8 | ED |
Consolidated Edison Inc
|
941,617 | $106,572,212 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $71,241,240 | 648,119 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $63,646,669 | 637,359 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $69,441,404 | 665,275 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $62,745,236 | 653,324 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $64,005,803 | 637,508 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $57,866,300 | 649,162 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $56,082,413 | 641,235 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $45,562,736 | 640,736 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $50,382,587 | 681,214 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $50,171,841 | 693,556 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $51,715,611 | 691,108 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $57,554,972 | 704,726 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $68,971,961 | 798,379 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $71,372,438 | 802,659 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $65,260,885 | 810,191 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $73,759,331 | 816,283 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $73,016,068 | 778,755 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $69,813,925 | 784,338 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $94,024,233 | 1,160,793 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $79,203,982 | 989,555 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $72,773,021 | 894,457 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $71,595,304 | 917,183 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $84,415,527 | 1,067,470 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $78,414,179 | 1,114,471 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $86,594,068 | 1,188,989 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||