Position in AEE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,037,707
+$64,366 QoQ
Shares Held
9,180
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#404
of 945 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in AEE Over Time
Shares Held
Position Value (USD)
Position in Utilities - Regulated Electric
Utilities · as of Jun 30, 2026Empirical Finance, LLC holds $37,869,565 across 23 Utilities - Regulated Electric names. AEE ranks #14 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
70,396 | $6,178,656 | |
| 2 | DUK |
Duke Energy CORP
|
31,163 | $3,944,612 | |
| 3 | SO |
Southern Co
|
37,799 | $3,617,742 | |
| 4 | AEP |
American Electric Power Co Inc
|
18,071 | $2,472,293 | |
| 5 | D |
Dominion Energy, Inc
|
29,275 | $1,999,189 | |
| 6 | ETR |
Entergy Corp /De/
|
14,767 | $1,696,137 | |
| 7 | EIX |
Edison International
|
22,398 | $1,667,531 | |
| 8 | EXC |
Exelon Corp
|
34,851 | $1,624,753 |
All Filings in AEE
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,707 | 9,180 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $973,341 | 8,855 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $884,759 | 8,860 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $964,262 | 9,238 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $878,093 | 9,143 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $911,230 | 9,076 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $783,362 | 8,788 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $776,644 | 8,880 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $617,803 | 8,688 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $684,203 | 9,251 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $646,430 | 8,936 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $663,667 | 8,869 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $652,134 | 7,985 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $609,827 | 7,059 | Shares | Sole | 2023-04-05 | |
| 2022-12-31 | $594,074 | 6,681 | Shares | Sole | 2023-02-21 | |
| 2022-09-30 | $495,463 | 6,151 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $463,275 | 5,127 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $454,360 | 4,846 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $382,297 | 4,295 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $251,586 | 3,106 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $233,796 | 2,921 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||