Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,744,062
-$77,688 QoQ
Shares Held
41,968
-4.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#218
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, 2026Utah Retirement Systems holds $174,686,472 across 27 Utilities - Regulated Electric names. AEE ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
316,968 | $27,820,281 | |
| 2 | SO |
Southern Co
|
171,346 | $16,399,525 | |
| 3 | DUK |
Duke Energy CORP
|
118,293 | $14,973,527 | |
| 4 | AEP |
American Electric Power Co Inc
|
82,685 | $11,312,134 | |
| 5 | D |
Dominion Energy, Inc
|
133,597 | $9,123,339 | |
| 6 | ETR |
Entergy Corp /De/
|
69,458 | $7,977,945 | |
| 7 | XEL |
Xcel Energy Inc
|
94,795 | $7,612,038 | |
| 8 | EXC |
Exelon Corp
|
155,635 | $7,255,703 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,744,062 | 41,968 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $4,821,750 | 43,866 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $4,453,156 | 44,594 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,654,721 | 44,594 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,220,477 | 43,945 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $4,419,206 | 44,016 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $3,923,586 | 44,016 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,849,639 | 44,016 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,115,755 | 43,816 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $3,351,571 | 45,316 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,278,159 | 45,316 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,376,030 | 45,116 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,668,289 | 44,916 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,949,405 | 45,716 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $4,056,174 | 45,616 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $3,706,588 | 46,016 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,139,933 | 45,816 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $4,258,204 | 45,416 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $4,113,686 | 46,216 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $3,735,396 | 46,116 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $3,875,216 | 48,416 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,841,493 | 47,216 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $3,849,606 | 49,316 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,733,841 | 47,216 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $3,301,009 | 46,916 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $3,395,043 | 46,616 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||