Position in AEE
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$11,869
+$218 QoQ
Shares Held
105
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#839
of 945 holders
Holding Since
Dec 2021
19 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, 2026JFS WEALTH ADVISORS, LLC holds $3,489,544 across 35 Utilities - Regulated Electric names. AEE ranks #19 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AEP |
American Electric Power Co Inc
|
8,392 | $1,148,109 | |
| 2 | DUK |
Duke Energy CORP
|
5,928 | $750,366 | |
| 3 | NEE |
Nextera Energy Inc
|
4,813 | $422,437 | |
| 4 | EXC |
Exelon Corp
|
6,579 | $306,712 | |
| 5 | FE |
Firstenergy Corp
|
4,564 | $216,972 | |
| 6 | SO |
Southern Co
|
1,655 | $158,400 | |
| 7 | PEG |
Public Service Enterprise Group Inc
|
1,251 | $101,531 | |
| 8 | PPL |
PPL Corp
|
1,575 | $57,251 |
All Filings in AEE
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,869 | 105 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $11,651 | 106 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $14,479 | 145 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $10,646 | 102 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $10,084 | 105 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $10,943 | 109 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $8,022 | 90 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $7,346 | 84 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,195 | 59 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $4,511 | 61 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $5,497 | 76 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $2,244 | 30 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $5,471 | 67 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $5,788 | 67 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $6,402 | 72 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,444 | 80 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $8,855 | 98 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $5,625 | 60 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,958 | 22 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||