Position in AEE
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$902,172
+$210,776 QoQ
Shares Held
7,981
+26.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#426
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, 2026Tower Research Capital LLC (TRC) holds $27,023,179 across 34 Utilities - Regulated Electric names. AEE ranks #12 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PPL |
PPL Corp
|
62,092 | $2,257,043 | |
| 2 | SO |
Southern Co
|
22,396 | $2,140,072 | |
| 3 | XEL |
Xcel Energy Inc
|
26,599 | $2,135,899 | |
| 4 | NEE |
Nextera Energy Inc
|
22,751 | $1,996,855 | |
| 5 | DUK |
Duke Energy CORP
|
15,415 | $1,951,229 | |
| 6 | PCG |
PG&E Corp
|
87,717 | $1,475,399 | |
| 7 | D |
Dominion Energy, Inc
|
20,973 | $1,432,246 | |
| 8 | CNP |
Centerpoint Energy Inc
|
31,997 | $1,409,147 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $902,172 | 7,981 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $691,396 | 6,290 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $779,306 | 7,804 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $476,912 | 4,569 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $263,533 | 2,744 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $2,762,806 | 27,518 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,820,951 | 20,428 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,385,366 | 15,840 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,599,943 | 50,625 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $635,463 | 8,592 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,537,758 | 35,081 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $1,649,851 | 22,048 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $1,245,957 | 15,256 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,712,681 | 19,825 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $474,743 | 5,339 | Shares | Other | 2023-02-10 | |
| 2022-09-30 | $3,439,887 | 42,705 | Shares | Other | 2022-11-10 | |
| 2022-06-30 | $1,636,329 | 18,109 | Shares | Other | 2022-08-15 | |
| 2022-03-31 | $4,475,914 | 47,738 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $2,539,722 | 28,533 | Shares | Other | 2022-02-14 | |
| 2021-09-30 | $1,130,193 | 13,953 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,156,337 | 14,447 | Shares | Other | 2021-08-16 | |
| 2021-03-31 | $3,190,612 | 39,216 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $966,382 | 12,380 | Shares | Other | 2021-02-16 | |
| 2020-09-30 | $515,364 | 6,517 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $277,710 | 3,947 | Shares | Other | 2020-08-13 | |
| 2020-03-31 | $764,786 | 10,501 | Shares | Other | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||