Position in AEE
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$73,719,036
+$2,477,796 QoQ
Shares Held
652,150
+0.6% QoQ
Ownership
0.236%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#52
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, 2026Sumitomo Mitsui Trust Group, Inc. holds $2,508,974,238 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
|
4,644,707 | $407,665,933 | |
| 2 | SO |
Southern Co
|
2,492,383 | $238,545,976 | |
| 3 | DUK |
Duke Energy CORP
|
1,756,974 | $222,397,768 | |
| 4 | AEP |
American Electric Power Co Inc
|
1,388,960 | $190,023,617 | |
| 5 | D |
Dominion Energy, Inc
|
1,957,830 | $133,700,210 | |
| 6 | XEL |
Xcel Energy Inc
|
1,515,264 | $121,675,699 | |
| 7 | EXC |
Exelon Corp
|
2,425,441 | $113,074,059 | |
| 8 | ETR |
Entergy Corp /De/
|
961,963 | $110,491,070 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $73,719,036 | 652,150 | Shares | Defined | 2026-07-30 | |
| 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. | ||||||