Position in AEE
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$338,893
+$10,343 QoQ
Shares Held
2,998
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#575
of 945 holders
Holding Since
Mar 2020
21 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, 2026Pure Financial Advisors, LLC holds $11,659,284 across 16 Utilities - Regulated Electric names. AEE ranks #10 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DUK |
Duke Energy CORP
|
37,983 | $4,807,888 | |
| 2 | NEE |
Nextera Energy Inc
|
12,207 | $1,071,408 | |
| 3 | SO |
Southern Co
|
9,781 | $936,139 | |
| 4 | ED |
Consolidated Edison Inc
|
6,199 | $685,795 | |
| 5 | PPL |
PPL Corp
|
15,415 | $560,335 | |
| 6 | NGG |
National Grid PLC
|
6,085 | $504,263 | |
| 7 | EXC |
Exelon Corp
|
9,485 | $442,190 | |
| 8 | D |
Dominion Energy, Inc
|
5,934 | $405,232 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $338,893 | 2,998 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $328,550 | 2,989 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $283,602 | 2,840 | Shares | Sole | 2026-03-04 | |
| 2024-06-30 | $637,074 | 8,959 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $662,607 | 8,959 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $647,587 | 8,952 | Shares | Sole | 2024-01-08 | |
| 2023-09-30 | $595,871 | 7,963 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $648,214 | 7,937 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $685,677 | 7,937 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $705,758 | 7,937 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $650,360 | 8,074 | Shares | Sole | 2022-10-06 | |
| 2022-06-30 | $727,578 | 8,052 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $774,645 | 8,262 | Shares | Sole | 2022-04-12 | |
| 2021-12-31 | $735,400 | 8,262 | Shares | Sole | 2022-01-12 | |
| 2021-09-30 | $669,222 | 8,262 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $649,364 | 8,113 | Shares | Sole | 2021-07-09 | |
| 2021-03-31 | $660,073 | 8,113 | Shares | Sole | 2021-04-09 | |
| 2020-12-31 | $616,908 | 7,903 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $624,969 | 7,903 | Shares | Sole | 2020-10-07 | |
| 2020-06-30 | $556,055 | 7,903 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $575,575 | 7,903 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||