Position in AEE
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,040,387
+$643,448 QoQ
Shares Held
27,660
+15.2% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Mar 31, 2026CWM, LLC holds $290,059,014 across 38 Utilities - Regulated Electric names. AEE ranks #16 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PCG |
PG&E Corp
|
2,351,877 | $41,322,478 | |
| 2 | EIX |
Edison International
|
553,439 | $40,500,666 | |
| 3 | AEP |
American Electric Power Co Inc
|
250,243 | $32,801,852 | |
| 4 | ED |
Consolidated Edison Inc
|
251,126 | $28,422,440 | |
| 5 | DUK |
Duke Energy CORP
|
209,645 | $27,450,916 | |
| 6 | NEE |
Nextera Energy Inc
|
261,178 | $24,258,212 | |
| 7 | EVRG |
Evergy, Inc.
|
280,007 | $22,938,173 | |
| 8 | SO |
Southern Co
|
158,138 | $15,263,479 |
All Filings in AEE
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,040,387 | 27,660 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,396,939 | 24,003 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $2,539,461 | 24,329 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,216,634 | 12,668 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,381,905 | 13,764 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,221,931 | 13,708 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,123,948 | 12,851 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $820,040 | 11,532 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $783,902 | 10,599 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $919,224 | 12,707 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $1,090,347 | 14,571 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $1,181,683 | 14,469 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $1,194,082 | 13,822 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $1,224,606 | 13,772 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $915,692 | 11,368 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $661,164 | 7,317 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $603,158 | 6,433 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $625,740 | 7,030 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $20,083,956 | 250,924 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $20,415,176 | 250,924 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $19,587,127 | 250,924 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $19,843,069 | 250,924 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $17,655,012 | 250,924 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $18,274,794 | 250,924 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||