Position in AEE
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$30,443,593
+$9,844,695 QoQ
Shares Held
269,317
+43.7% QoQ
Ownership
0.097%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#95
of 945 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Creative Planning holds $826,373,731 across 37 Utilities - Regulated Electric names. AEE ranks #10 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,045,998 | $91,807,244 | |
| 2 | DUK |
Duke Energy CORP
|
498,222 | $63,064,939 | |
| 3 | AEP |
American Electric Power Co Inc
|
453,339 | $62,021,307 | |
| 4 | SO |
Southern Co
|
625,306 | $59,848,036 | |
| 5 | EVRG |
Evergy, Inc.
|
536,615 | $46,379,634 | |
| 6 | XEL |
Xcel Energy Inc
|
534,313 | $42,905,333 | |
| 7 | ED |
Consolidated Edison Inc
|
386,650 | $42,775,088 | |
| 8 | D |
Dominion Energy, Inc
|
490,357 | $33,486,479 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,443,593 | 269,317 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $20,598,898 | 187,399 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $12,357,275 | 123,746 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $12,172,482 | 116,617 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $8,952,367 | 93,215 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $9,659,684 | 96,212 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $8,815,410 | 98,894 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,482,271 | 74,117 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $5,461,456 | 76,803 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $5,180,602 | 70,046 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $4,438,565 | 61,357 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $5,154,739 | 68,886 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $5,594,394 | 68,500 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $5,830,547 | 67,491 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $5,880,990 | 66,138 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $3,990,527 | 49,541 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $4,423,664 | 48,956 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $4,071,246 | 43,422 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $3,180,238 | 35,729 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,968,974 | 36,654 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,893,686 | 36,153 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $2,534,852 | 31,156 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,308,858 | 29,578 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $2,235,828 | 28,273 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $2,098,698 | 29,828 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $2,295,091 | 31,513 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||