Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$200,646
-$617 QoQ
Shares Held
1,775
-3.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#707
of 951 holders
Holding Since
Mar 2026
2 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, 2026Supplemental Annuity Collective Trust of NJ holds $5,732,663 across 14 Utilities - Regulated Electric names. AEE ranks #14 (3.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
13,375 | $1,173,923 | |
| 2 | SO |
Southern Co
|
7,230 | $691,983 | |
| 3 | DUK |
Duke Energy CORP
|
5,000 | $632,900 | |
| 4 | AEP |
American Electric Power Co Inc
|
3,490 | $477,466 | |
| 5 | D |
Dominion Energy, Inc
|
5,641 | $385,223 | |
| 6 | ETR |
Entergy Corp /De/
|
2,937 | $337,343 | |
| 7 | XEL |
Xcel Energy Inc
|
4,004 | $321,521 | |
| 8 | EXC |
Exelon Corp
|
6,563 | $305,967 |
All Filings in AEE
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,646 | 1,775 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $201,263 | 1,831 | Shares | Sole | 2026-05-01 | |
| No filing history on record for this holder in this stock. | ||||||