Position in AEE
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$435,656
+$34,448 QoQ
Shares Held
3,854
+5.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#544
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, 2026TD PRIVATE CLIENT WEALTH LLC holds $54,615,449 across 31 Utilities - Regulated Electric names. AEE ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WEC |
Wec Energy Group, Inc.
|
56,354 | $6,580,456 | |
| 2 | DUK |
Duke Energy CORP
|
50,890 | $6,441,656 | |
| 3 | AEP |
American Electric Power Co Inc
|
44,580 | $6,098,989 | |
| 4 | FE |
Firstenergy Corp
|
116,874 | $5,556,189 | |
| 5 | ETR |
Entergy Corp /De/
|
47,169 | $5,417,831 | |
| 6 | NGG |
National Grid PLC
|
57,639 | $4,776,543 | |
| 7 | NEE |
Nextera Energy Inc
|
38,933 | $3,417,149 | |
| 8 | PNW |
Pinnacle West Capital Corp
|
28,409 | $3,039,763 |
All Filings in AEE
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,656 | 3,854 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $401,208 | 3,650 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $336,628 | 3,371 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $357,710 | 3,427 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $308,864 | 3,216 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $231,221 | 2,303 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $164,552 | 1,846 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $150,781 | 1,724 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $117,687 | 1,655 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $115,525 | 1,562 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $134,624 | 1,861 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $112,319 | 1,501 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $360,001 | 4,408 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $384,349 | 4,449 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $396,938 | 4,464 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $536,301 | 6,658 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $602,249 | 6,665 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $652,007 | 6,954 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,051,386 | 11,812 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $997,596 | 12,316 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $2,941,309 | 36,748 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $2,926,600 | 35,971 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $2,890,874 | 37,034 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $2,633,917 | 33,307 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $2,387,948 | 33,939 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,311,697 | 31,741 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||