Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,739,313
-$398,127 QoQ
Shares Held
41,926
-10.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#219
of 945 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 29%
Shared 11%
None 60%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Cerity Partners LLC holds $641,360,641 across 37 Utilities - Regulated Electric names. AEE ranks #25 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
1,493,361 | $131,072,294 | |
| 2 | EIX |
Edison International
|
809,682 | $60,280,823 | |
| 3 | DUK |
Duke Energy CORP
|
433,711 | $54,899,137 | |
| 4 | PCG |
PG&E Corp
|
3,082,638 | $51,849,970 | |
| 5 | ES |
Eversource Energy
|
537,372 | $38,835,873 | |
| 6 | DTE |
Dte Energy Co
|
218,079 | $33,228,695 | |
| 7 | ED |
Consolidated Edison Inc
|
272,991 | $30,200,993 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
325,174 | $26,391,118 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,739,313 | 41,926 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $5,137,440 | 46,738 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,405,326 | 24,087 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,547,393 | 24,405 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,216,603 | 23,080 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,754,474 | 27,435 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $2,062,967 | 23,143 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,910,826 | 21,848 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $714,371 | 10,046 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,042,762 | 14,099 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $700,974 | 9,690 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $319,748 | 4,273 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,065,140 | 13,042 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $831,849 | 9,629 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $753,774 | 8,477 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,034,825 | 12,847 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,168,535 | 12,932 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,180,532 | 12,591 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $351,055 | 3,944 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||