Position in AEE
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$861,930
-$82,942 QoQ
Shares Held
7,625
-11.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#432
of 945 holders
Holding Since
Mar 2020
25 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, 2026Private Advisor Group, LLC holds $99,494,944 across 28 Utilities - Regulated Electric names. AEE ranks #21 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
247,270 | $21,702,887 | |
| 2 | DUK |
Duke Energy CORP
|
75,287 | $9,529,828 | |
| 3 | AEP |
American Electric Power Co Inc
|
65,832 | $9,006,475 | |
| 4 | SO |
Southern Co
|
86,588 | $8,287,337 | |
| 5 | D |
Dominion Energy, Inc
|
95,883 | $6,547,850 | |
| 6 | PEG |
Public Service Enterprise Group Inc
|
74,794 | $6,070,281 | |
| 7 | ED |
Consolidated Edison Inc
|
42,998 | $4,756,868 | |
| 8 | XEL |
Xcel Energy Inc
|
57,252 | $4,597,335 |
All Filings in AEE
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $861,930 | 7,625 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $944,872 | 8,596 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $626,521 | 6,274 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $634,212 | 6,076 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $259,692 | 2,704 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $274,794 | 2,737 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $236,310 | 2,651 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $322,814 | 3,691 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $328,528 | 4,620 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $320,246 | 4,330 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $386,440 | 5,342 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $302,313 | 4,040 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $325,618 | 3,987 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $344,868 | 3,992 | Shares | Sole | 2023-05-10 | |
| 2022-09-30 | $413,302 | 5,131 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $817,758 | 9,050 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $941,256 | 10,039 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $947,244 | 10,642 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,184,949 | 14,629 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $718,679 | 8,979 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $600,436 | 7,380 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $698,012 | 8,942 | Shares | Sole | 2021-04-01 | |
| 2020-09-30 | $715,832 | 9,052 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $631,621 | 8,977 | Shares | Sole | 2020-08-17 | |
| 2020-03-31 | $570,113 | 7,828 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||