Position in AEE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$882,842
+$15,794 QoQ
Shares Held
7,810
-1.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#429
of 945 holders
Holding Since
Sep 2020
7 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, 2026Prospera Financial Services Inc holds $47,494,062 across 21 Utilities - Regulated Electric names. AEE ranks #13 (1.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
110,062 | $9,660,141 | |
| 2 | DUK |
Duke Energy CORP
|
63,028 | $7,978,084 | |
| 3 | SO |
Southern Co
|
75,197 | $7,197,104 | |
| 4 | AEP |
American Electric Power Co Inc
|
28,342 | $3,877,469 | |
| 5 | D |
Dominion Energy, Inc
|
50,810 | $3,469,814 | |
| 6 | EVRG |
Evergy, Inc.
|
33,590 | $2,903,183 | |
| 7 | ETR |
Entergy Corp /De/
|
13,633 | $1,565,886 | |
| 8 | EIX |
Edison International
|
20,633 | $1,536,126 |
All Filings in AEE
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $882,842 | 7,810 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $867,048 | 7,888 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $772,317 | 7,734 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $812,493 | 7,784 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $720,588 | 7,503 | Shares | Sole | 2025-08-06 | |
| 2022-03-31 | $16,595 | 177 | Shares | Sole | 2022-05-04 | |
| 2020-09-30 | $21,667 | 274 | Shares | Sole | 2020-11-04 | |
| No filing history on record for this holder in this stock. | ||||||