Position in AEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,176,068
+$49,498 QoQ
Shares Held
10,404
+1.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#385
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, 2026Crossmark Global Holdings, Inc. holds $105,417,113 across 33 Utilities - Regulated Electric names. AEE ranks #20 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SO |
Southern Co
|
302,533 | $28,955,433 | |
| 2 | NGG |
National Grid PLC
|
133,089 | $11,029,085 | |
| 3 | NEE |
Nextera Energy Inc
|
120,103 | $10,541,440 | |
| 4 | CIG |
Energy Co Of Minas Gerais
|
4,027,980 | $8,458,758 | |
| 5 | DUK |
Duke Energy CORP
|
56,438 | $7,143,922 | |
| 6 | ED |
Consolidated Edison Inc
|
28,421 | $3,144,215 | |
| 7 | FTS |
Fortis Inc.
|
53,607 | $3,067,928 | |
| 8 | AEP |
American Electric Power Co Inc
|
22,324 | $3,054,146 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,068 | 10,404 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,126,570 | 10,249 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,040,441 | 10,419 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,582,818 | 15,164 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,542,306 | 16,059 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,710,615 | 17,038 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,471,701 | 16,510 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,457,695 | 16,667 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,170,328 | 16,458 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $1,448,062 | 19,579 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,585,113 | 21,912 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,505,504 | 20,119 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,824,833 | 22,344 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,927,187 | 22,308 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,410,181 | 15,859 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,272,850 | 15,802 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,480,818 | 16,388 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,513,098 | 16,138 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,414,190 | 15,888 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,949,346 | 24,066 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,410,064 | 17,617 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,382,062 | 16,987 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,355,511 | 17,365 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,458,867 | 18,448 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,330,859 | 18,915 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,324,122 | 18,181 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||