Position in AEE
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$400,161
+$110,522 QoQ
Shares Held
3,540
+34.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#552
of 945 holders
Holding Since
Jun 2025
5 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, 2026Segment Wealth Management, LLC holds $8,257,605 across 11 Utilities - Regulated Electric names. AEE ranks #10 (4.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEE |
Nextera Energy Inc
|
21,647 | $1,899,957 | |
| 2 | DUK |
Duke Energy CORP
|
11,622 | $1,471,112 | |
| 3 | ETR |
Entergy Corp /De/
|
8,134 | $934,271 | |
| 4 | WEC |
Wec Energy Group, Inc.
|
5,401 | $630,674 | |
| 5 | XEL |
Xcel Energy Inc
|
7,280 | $584,584 | |
| 6 | EXC |
Exelon Corp
|
12,505 | $582,983 | |
| 7 | CMS |
Cms Energy Corp
|
7,433 | $568,624 | |
| 8 | PEG |
Public Service Enterprise Group Inc
|
5,906 | $479,330 |
All Filings in AEE
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $400,161 | 3,540 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $289,639 | 2,635 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $304,073 | 3,045 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $306,981 | 2,941 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $272,561 | 2,838 | Shares | Sole | 2025-07-21 | |
| No filing history on record for this holder in this stock. | ||||||